Clayton Pierce Owen
Advisor at The Burney Company — Athens, GA
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
2 years
Location
Athens, GA
The Burney Company
Multi-team
Clayton Owen is a financial advisor at The Burney Company in Athens, GA, holding a Series 65 credential with two years of industry experience. Prior to joining Burney-Campbell Investments, LLC, he held roles at AT&T, Inc., SAP Insider, ABI Research, Gartner, and Machina Research. The Burney Company serves individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages discretionary equity portfolios using proprietary fundamental and quantitative models and offers customized account options alongside actively managed ETFs and OCIO services.
Based on The Burney Company
Based on The Burney Company
$0 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000+: 0.75%
Account minimum: $750,000 Minimum fee: $2,500 minimum fee per year Fee-only: Advisory fees based on assets under management, no commissions charged.
Athens, GA
Athens GA
Advisors at this office
1
Georgia
2 years of industry experience
Burney -Campbell Investments, LLC
2024 - Present • 2 years
Watkinsville, GA
AT&T, Inc.
2020 - Present • 6 years
Alpharetta, GA
SAP Insider
2019 - 2020 • 1 year
Boston, MA
ABI Research
2017 - 2019 • 2 years
Cambridge, MA
Gartner
2017 - 2017 • 1 year
London
Machina Research
2016 - 2017 • 1 year
London
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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