ALVIN CLAY FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2025

Total AUM

$187M

Discretionary

$187M

100% of AUM

Avg account

$418K

Accounts

446

Employees

Advisory reps

Firm details

Headquarters: JENKINTOWN, Pennsylvania
CRD number: 226655
Registered since: May 23, 2025
Website: www.alvinclay.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI71.15%
Individuals18.28%
Charitable Organizations5.7%
Pension & Profit Sharing Plans4.7%
Corporations / Businesses0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Alvin Clay Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and positioned as a capital allocator for both individual/family and institutional clients. The firm charges a mix of AUM-based and fixed fees and provides a range of advisory services that include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of sub-advisers. The firm identifies as an active ESG investor and reports that it directs capital to external managers across alternative strategies.