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CLAYTON FINANCIAL GROUP, LLC
CRD 226729 · SEC 801-97344
165 NORTH MERAMEC SUITE 130, ST. LOUIS, MO, 63105, United States
Phone
(314) 446-3250
Fax
(314) 689-0367
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$793.8M
Discretionary AUM
$321.6M
Team
7 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $33.6M |
| High net worth individuals | 167 | $746.7M |
| Charitable organizations | 5 | $13.5M |
States served
CA, IL, KS, LA, MA, MN, NE, NY, NC, TN, VA, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD