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, privately held wealth advisory firm organized as an LLC that works primarily with individual and family clients. The firm is SEC-registered (registration year 2017) and charges fees based on a percentage of assets under management. Its core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Clay Northam Wealth Management acts as a capital allocator and does not identify as an active ESG investor. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2
Brian 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 57Active vs passive
$129M in ETFs
89%
$115M
9%
$14M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER US CASH COWS 100 ETF (COWZ) | Passive | Mid Cap Value | $18.6M | 279,327 | 14.49% |
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
Similar firms
Leonid Capital Partners, LLC
RIAHuntington Beach, CA
Seagull Lane Asset Management LLC
RIAHuntington Beach, CA
Stewardship Wealth Management Solutions
RIAHuntington Beach, CA
Weaver Consulting Group, LLC
RIAHuntington Beach, CA
Capital Resources and Insurance, Inc
RIAHuntington Beach, CA
Vanmay Wealth Management
RIAHuntington Beach, CA