Clayton Financial Group, LLC

RIASEC RegisteredEst. 2015
Total AUM
$794M
Discretionary
$322M
41% of AUM
Avg account
$608K
Accounts
1,306
Employees
7
Advisory reps
3

Firm details

Headquarters
Saint Louis, Missouri
CRD number
226729
Registered since
June 2, 2015
Website
claytonfinancialgroup.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI94.07%
  • Individuals4.23%
  • Charitable Organizations1.71%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Clayton Financial Group, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2015. The firm serves both individual and family clients as well as institutional relationships, operating under a fee model that combines percentage-of-AUM billing with fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Clayton does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Cash & Cash Equivalents 20%, Exchange Traded Equities 10%, State & Local Bonds 6%, US Government Bonds 2%, Investment Grade Corp Bonds 1%59%
  • Public Funds/Mutual Funds59%
  • Cash & Cash Equivalents20%
  • Exchange Traded Equities10%
  • State & Local Bonds6%
  • US Government Bonds2%

Contacts

3 of 3
  • Zachary Kratofil

    Zachary Kratofil

    Managing DirectorCRD 6741561

  • Kenneth Bower

    Kenneth Bower

    Managing DirectorCRD 2078620

  • Matthew Bower

    Matthew Bower

    Managing DirectorCRD 4335636

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 42

Active vs passive

$164M in ETFs

Passive

88%

$145M

Active

1%

$19.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$29.9M347,44518.20%
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Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
165 N Meramec Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth