|
⚲
|
| Carpenter Claydon Advisors Inc
✚
|
|
|---|---|
| CRD # | 143516 |
| SEC # | 801-67751 |
| CIK # | |
| AUM | $294.9 M (2026-03-04) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 407-843-0316 |
| Address | 557 N Wymore Road Maitland, FL 32751 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 20.8 |
| (b) Individuals (high net worth individuals) | 188 | 240.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 33.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 404 | 294.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 404 | 294.9 |
| Total | 404 | 294.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 294.9 | |
| Total | 404 | 294.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Square Advisors LLC
✚
|
0.3 | |
|
Huber Weakland & Associates Inc
✚
|
MD | 0.3 |
|
Union Heritage Capital
✚
|
MI | 0.3 |
|
Douglas Capital Management Inc
✚
|
FL | 0.3 |
|
Marmo Financial Group LLC
✚
|
TN | 0.3 |
|
Pilgrims Capital Advisors Inc
✚
|
MI | 0.3 |
|
Madison Park Capital Advisors LLC
✚
|
WA | 0.3 |
|
Wall Capital Group Inc
✚
|
AZ | 0.3 |
|
Bright Futures Wealth Management LLC
✚
|
NY | 0.3 |
|
Estate Management Counselors LLC
✚
|
GA | 0.3 |