Clayton Dwayne Dodd
Advisor at 364 Investing, LLC — Northport, AL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
3 years
Location
Northport, AL
364 Investing, LLC
Independent
Total advisors
1Clients per advisor
83 Very HighAvg AUM per client
$25,940 Very LowHNW client ratio
1% LowClayton Dodd is a financial advisor at 364 Investing, LLC with three years of industry experience. He holds a Series 65 designation and also works as a Quality Control Assistant for the Alabama Department of Transportation. Clayton has held positions at Hoar Construction and ALDOT prior to his current advisory role. 364 Investing, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, and modern portfolio theory, with a notable focus on options trading and the use of performance-based fees for qualified clients.
Negotiated fixed fees for financial planning between $150 and $7,200
2.00% annually for all assets
$300 per hour for financial planning services
For Qualified Clients: 2.00% annual management fee plus 20.00% performance fee on capital appreciation with a high water mark
Account minimum: $2,500.00 (may be waived at discretion)
Northport, AL
Northport AL
Advisors at this office
1
Alabama · Texas
3 years of industry experience
364 Investing, LLC
2022 - Present • 4 years
Northport, AL
ALDOT
2017 - Present • 9 years
Tuscaloosa, AL
Hoar Construction
2015 - 2017 • 2 years
Birmingham, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")