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| Carpenter Claydon Advisors Inc
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| |
|---|---|
| CRD # | 143516 |
| SEC # | 801-67751 |
| CIK # | |
| AUM | $275.8 MM (2024-03-07) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 407-843-0316 |
| Address | 557 N Wymore Road Maitland, FL 32751 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 19.0 |
| (b) Individuals (high net worth individuals) | 65 | 192.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 64.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 395 | 275.8 |
| By Discretionary | ||
| Discretionary | 1 | 3.8 |
| Non-Discretionary | 394 | 272.1 |
| Total | 395 | 275.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.8 | |
| Total | 395 | 275.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Elmwood Wealth Management Inc
✚
|
CA | 0.3 |
|
L K Benson & Company PC
✚
|
MD | 0.3 |
|
Legacy Investment Partners LLC
✚
|
KS | 0.3 |
|
Ridgepath Capital Management LLC
✚
|
TN | 0.3 |
|
Paradigm Strategies in Wealth Management LLC
✚
|
MN | 0.3 |
|
Provence Registered Investment Advisor LLC
✚
|
CA | 0.3 |
|
Peachtree Wealth Advisors Inc
✚
|
GA | 0.3 |
|
Malaga Cove Capital LLC
✚
|
CA | 0.3 |
|
Colonial River Investments LLC
✚
|
VA | 0.3 |
|
Westpark Wealth Advisors Inc
✚
|
TX | 0.3 |