|
⚲
|
| Clayton Financial Group LLC
✚
|
|
|---|---|
| CRD # | 226729 |
| SEC # | 801-97344 |
| CIK # | 0002011212 |
| AUM | $793.8 M (2026-02-25) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 314-446-3250 |
| Address | 165 North Meramec Suite 130 St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 1.4 | ||
| Apple Inc | 1.3 | ||
| American Express Co | 1.2 | ||
| Boeing Co | 1.2 | ||
| Coach Inc | 0.9 | ||
| PepsiCo Inc | 0.8 | ||
| Emerson Electric Co | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 33.6 |
| (b) Individuals (high net worth individuals) | 167 | 746.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 13.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,306 | 793.8 |
| By Discretionary | ||
| Discretionary | 512 | 321.6 |
| Non-Discretionary | 794 | 472.2 |
| Total | 1,306 | 793.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 793.8 | |
| Total | 1,306 | 793.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011212] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Parisi Gray Wealth Management LLC
✚
|
NJ | 0.8 |
|
Brady Martz Wealth Solutions LLC
✚
|
ND | 0.8 |
|
Hurlow Wealth Management Group Inc
✚
|
IN | 0.8 |
|
BHK Investment Advisors LLC
✚
|
AL | 0.8 |
|
Fortress Wealth Planning LLC
✚
|
FL | 0.8 |
|
Wealth Management Partners LLC
✚
|
AZ | 0.8 |
|
Ackerman Asset Management LLC
✚
|
0.8 | |
|
Centric Wealth Management LLC
✚
|
IL | 0.8 |
|
XP Advisory US Inc
✚
|
FL | 0.8 |
|
The Wealth Collaborative Inc
✚
|
CA | 0.8 |