CLAYTON FINANCIAL GROUP, LLC
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
FINTRXOverview
Clayton Financial Group, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and in business since 2015. The firm is privately owned and serves both individual and family clients as well as institutional relationships. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Clayton uses a mix of percentage-of-AUM and fixed fees and does not position itself as an ESG-focused allocator.
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
- Public Funds/Mutual Funds59%
- Cash & Cash Equivalents20%
- Exchange Traded Equities10%
- State & Local Bonds6%
- US Government Bonds2%
Contacts
3 of 3Zachary Kratofil
Managing DirectorCRD 6741561
KENNETH BOWER
Managing DirectorCRD 2078620
MATTHEW BOWER
Managing DirectorCRD 4335636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 155Active vs passive
$151M in ETFs
89%
$134M
2%
$17M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $25.1M | 128,111 | 16.69% |
Location
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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