Clayton Wealth Partners

RIASEC RegisteredEst. 1982

Total AUM

$910M

Discretionary

$910M

100% of AUM

Avg account

$485K

Accounts

1,876

Employees

Advisory reps

Firm details

Headquarters: Topeka, Kansas
CRD number: 105898
Registered since: July 1, 1982
Website: claytonwealthpartners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.7%
Individuals33.19%
Charitable Organizations13.83%
Other1.23%
Corporations / Businesses0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Clayton Wealth Partners is an independent, SEC-registered advisory firm (registration since 1982) organized as a corporation and owned by an individual. The firm serves both individual/family and institutional clients and offers a mix of financial planning and discretionary portfolio management across households, small businesses and institutions. It also produces written client communications and runs educational seminars and workshops. Clayton uses a range of billing arrangements — percentage of assets under management, hourly fees and fixed fees — and identifies itself as an active ESG investor. The firm does not operate as a capital allocator or pension consultant and is not registered as a multi-state adviser.