A complete list of active advisors currently associated with Clayton Financial Group, LLC

Warmer can help you find a great advisor at Clayton Financial Group, LLC or one who fits your needs even better.

Clayton Financial Group provides asset management and ongoing financial planning and consulting to individuals (including high‑net‑worth clients), trusts, estates, small businesses, and charities. Services include both discretionary portfolio management and non‑discretionary relationships in which the firm proposes trades but obtains prior client approval before execution. The firm’s investment process draws on fundamental and technical analysis and modern portfolio theory to set asset allocation, monitor holdings, rebalance, and pursue tax‑loss harvesting opportunities. Clayton Financial Group’s disclosures also describe the use of derivatives and other strategies (including options, margin, short sales, and leverage) as part of separately managed accounts when appropriate to client objectives. Noteworthy aspects of the firm include its mix of $321,604,611 in discretionary assets and $472,153,468 in non‑discretionary assets as reported in the brochure, making non‑discretionary assets the larger portion of its managed assets—an uncommon structure among comparable team advisers; the firm also supervises roughly $794 million in total AUM with three advisory professionals, resulting in a higher‑than‑typical AUM per advisor. Operational features documented in the brochure include fee deduction by custodians, use of standing letters of authorization for certain transfers, and planning services that explicitly cover executive benefits and estate planning.

To learn more about the advisors currently working at Clayton Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.