|
⚲
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| Clayton Financial Group LLC
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| |
|---|---|
| CRD # | 226729 |
| SEC # | 801-97344 |
| CIK # | 0002011212 |
| AUM | $1.5 BB (2024-03-01) |
| Employees | 23 (30% Investors, 0% Brokers) |
| Phone | 314-446-3250 |
| Address | 165 North Meramec Suite 130 St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.6 | |
| SF | 6,206.0 | 2.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 327 | 156.1 |
| (b) Individuals (high net worth individuals) | 383 | 1,197.1 |
| (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 | 28 | 160.0 |
| (h) Charitable organizations | 7 | 8.5 |
| (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 | 3,303 | 1,521.6 |
| By Discretionary | ||
| Discretionary | 1,127 | 527.0 |
| Non-Discretionary | 2,176 | 994.6 |
| Total | 3,303 | 1,521.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,521.6 | |
| Total | 3,303 | 1,521.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011212] |
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|---|---|---|
|
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|
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Silveroak Wealth Management LLC
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|
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|
DHK Financial Advisors Inc
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|
Aveo Capital Partners LLC
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EFG Asset Management Americas Corp
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