Clayton Financial Group, LLC

RIASEC Registered

Total AUM

$794M

Discretionary

$322M

41% of AUM

Avg account

$608K

Accounts

1,306

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 226729
Registered since: June 2, 2015
Website: claytonfinancialgroup.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI94.07%
Individuals4.23%
Charitable Organizations1.71%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Clayton Financial Group, LLC is an independent registered investment adviser that began SEC registration in 2015. The firm is organized as an LLC and is owned by an individual principal. Its client base mixes high-net-worth individuals and families with institutional relationships, and the firm charges a combination of percentage-of-AUM and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Clayton Financial Group positions itself as a manager that builds portfolios largely from pooled public investment vehicles, while selectively adding external alternative exposure. The firm is not characterized as an ESG-focused allocator and does not operate as a multi-state or related adviser per its disclosures.