|
⚲
|
| Clayton Financial Services Inc
✚
|
|
|---|---|
| CRD # | 105898 |
| SEC # | 801-17344 |
| CIK # | 0000703007 |
| AUM | $909.8 M (2026-03-05) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 785-232-3266 |
| Address | 716 South Kansas Avenue Topeka, KS 66603-3808 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 606 | 302.0 |
| (b) Individuals (high net worth individuals) | 110 | 470.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 19 | 125.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 18 | 11.2 |
| Total | 1,876 | 909.8 |
| By Discretionary | ||
| Discretionary | 1,876 | 909.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,876 | 909.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 909.8 | |
| Total | 1,876 | 909.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Princeton Global Asset Management LLC
✚
|
NJ | 0.9 |
|
Castlekeep Investment Advisors LLC
✚
|
CT | 0.9 |
|
Peak Wealth Solutions Inc
✚
|
OH | 0.9 |
|
Brookmont Capital Management LLC
✚
|
TX | 0.9 |
|
Strategic Planning Group LLC
✚
|
UT | 0.9 |
|
First Affirmative Financial Network LLC
✚
|
CO | 0.9 |
|
Richard P Slaughter Associates Inc
✚
|
TX | 0.9 |
|
Flaharty Asset Management LLC
✚
|
FL | 0.9 |
|
Beacon Financial Advisory LLC
✚
|
OH | 0.9 |
|
Riskbridge Advisors LLC
✚
|
CT | 0.9 |