CLAYTON WEALTH PARTNERS

Overview

Clayton Wealth Partners is an independent registered investment adviser that has been operating since 1982 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering financial planning, discretionary portfolio management and educational content such as newsletters and seminars. Fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements, which allows flexibility across planning and investment mandates. Investment activity is centered on pooled public funds and mutual funds as the core vehicle for client exposures, with an explicit commitment to ESG integration (the firm identifies as an active ESG investor). Clayton Wealth Partners does not position itself as a direct capital allocator; for alternatives it relies on third-party fund managers, particularly in real estate. The firm operates as a boutique RIA model that combines delegated portfolio management with planning and practice-oriented services for small businesses and institutions.

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Location & Offices