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| Happy Holidays!! thanks for using AUM13F!! |
| Carpenter Claydon Advisors Inc
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|---|---|
| CRD # | 143516 |
| SEC # | 801-67751 |
| CIK # | |
| AUM | $266.6 M (2025-02-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 407-843-0316 |
| Address | 557 N Wymore Road Maitland, FL 32751 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 24.1 |
| (b) Individuals (high net worth individuals) | 89 | 212.3 |
| (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 | 30.2 |
| (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 | 420 | 266.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 420 | 266.6 |
| Total | 420 | 266.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 266.6 | |
| Total | 420 | 266.6 |
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TX | 0.3 |
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Cogent Strategic Wealth LLC
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IL | 0.3 |
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Aurelius Family Office LLC
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NH | 0.3 |
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TX | 0.3 |