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CARPENTER, CLAYDON ADVISORS, INC.
CRD 143516 · SEC 801-67751
557 N. WYMORE ROAD, SUITE 201, MAITLAND, FL, 32751, United States
Phone
407-843-0316
Fax
407-645-1484
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$294.9M
Discretionary AUM
$0
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingASSET ALLOCATION AND PORTFOLIO MONITORING/REVIEW SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $20.8M |
| High net worth individuals | 188 | $240.2M |
| Pension/profit sharing plans | 10 | $33.9M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD