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| Happy Holidays!! thanks for using AUM13F!! |
| Clayton Financial Services Inc
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| CRD # | 105898 |
| SEC # | 801-17344 |
| CIK # | 0000703007 |
| AUM | $810.6 M (2025-03-03) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 785-232-3266 |
| Address | 716 South Kansas Avenue Topeka, KS 66603-3808 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 606 | 164.6 |
| (b) Individuals (high net worth individuals) | 110 | 543.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 19 | 94.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 18 | 7.1 |
| Total | 1,817 | 810.6 |
| By Discretionary | ||
| Discretionary | 1,817 | 810.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,817 | 810.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 810.6 | |
| Total | 1,817 | 810.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KMH Wealth Management LLC
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|
TX | 0.8 |
|
McLean Asset Management Corporation
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|
VA | 0.8 |
|
McRae Capital Management Inc
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|
NJ | 0.8 |
|
Prevail Innovative Wealth Advisors LLC
✚
|
KS | 0.8 |
|
Tufton Capital Management LLC
✚
|
MD | 0.8 |
|
Flaharty Asset Management LLC
✚
|
FL | 0.8 |
|
Garrett Wealth Advisory Group LLC
✚
|
TX | 0.8 |
|
The O'Dell Group LLC
✚
|
OH | 0.8 |
|
Veery Capital LLC
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|
PA | 0.8 |
|
Shorepoint Capital Partners LLC
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|
MA | 0.8 |