CLAY NORTHAM WEALTH MANAGEMENT
Firm details
- Headquarters
- HUNTINGTON BEACH, California
- CRD number
- 159002
- Registered since
- April 3, 2017
- Website
- www.claynortham.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.29%
- Individuals25.71%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Clay Northam Wealth Management is an independent, SEC-registered investment adviser organized as an LLC and active since 2017. The firm serves individual and family clients, charging investment management fees as a percentage of assets under management. Core services listed include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection or oversight of third-party advisers. The firm functions as a capital allocator, directing client capital into both public markets and externally managed alternative strategies. Clay Northam Wealth Management received recognition from FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents17%
- Non-Exchange Traded Equities3%
- US Government Bonds2%
Contacts
2 of 2BRIAN CLAY
Founding PrincipalCRD 4227797
DARREN NORTHAM
Founding PrincipalCRD 2765202
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$112M in ETFs
88%
$98M
9%
$13.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER US CASH COWS 100 ETF (COWZ) | Passive | Mid Cap Value | $17.3M | 276,881 | 15.48% |
Location
HUNTINGTON BEACH, CA
ORANGE
Location
HUNTINGTON BEACH, CA
Headquartered in HUNTINGTON BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 16400 Pacific Coast Hwy
- Time zone
- PT (UTC-8)
- Office locations
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