Clanton Financial Partners, LLC

Overview

Clanton Financial Partners, LLC is a small, owner-managed advisory firm that combines fee-based wealth management with insurance brokerage. The firm focuses on portfolio management for individuals and small businesses and offers pension consulting services and the selection of outside advisers, which positions it as a capital allocator that can place client assets with third‑party managers when appropriate. Its stated client base includes both individual and family clients as well as institutional relationships. Investment activity centers on publicly traded equities, with an emphasis on exchange‑traded vehicles for core exposures. The firm charges a percentage-of-AUM fee and operates primarily on a discretionary basis, though it retains some non‑discretionary mandates. Clanton Financial Partners does not identify as an active ESG investor and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices