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| Clayton Financial Services Inc
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| |
|---|---|
| CRD # | 105898 |
| SEC # | 801-17344 |
| CIK # | 0000703007 |
| AUM | $695.6 MM (2024-02-22) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 785-232-3266 |
| Address | 716 South Kansas Avenue Topeka, KS 66603-3808 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 590 | 179.7 |
| (b) Individuals (high net worth individuals) | 104 | 438.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 15 | 77.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,757 | 695.6 |
| By Discretionary | ||
| Discretionary | 1,757 | 695.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,757 | 695.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 695.6 | |
| Total | 1,757 | 695.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
First Personal Financial Services Inc
✚
|
NC | 0.7 |
|
KMH Wealth Management LLC
✚
|
TX | 0.7 |
|
McRae Capital Management Inc
✚
|
NJ | 0.7 |
|
The Millstone Evans Group LLC
✚
|
CO | 0.7 |
|
Fairhaven Wealth Management LLC
✚
|
IL | 0.7 |
|
Brookwood Investment Group LLC
✚
|
AZ | 0.7 |
|
Hartford Financial Management Inc
✚
|
CT | 0.7 |
|
Paragon Advisors LLC
✚
|
TX | 0.7 |
|
Old Mission Investment Company LLC
✚
|
MI | 0.7 |
|
Emerald Advisors LLC
✚
|
WA | 0.7 |