A
$186.6M Total AUM
$186.6M Disc. AUM
-- 3Y CAGR
5 Employees
178 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2015
- Office Locations
- 1
Office Locations
309 York Road Suite 215 Jenkintown PA
About Alvin Clay Financial Advisors, LLC
Alvin Clay Financial Advisors is an independent, fee-only RIA in Jenkintown, PA providing investment management and planning for individuals and families, religious institutions, and 401(k) plan sponsors. The firm offers a dedicated Catholic Values Investing approach and primarily implements portfolios using public funds and ETFs, including through platforms such as SEI.
Team overview
59 AVG AGE
$37.3M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
8.2 yrs AVG TENURE
5 Employees
5 Advisory Reps
3 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Frontier beacon Atlas pathway Foundation
Client Personas
Glacier
Investment Themes
Pathway prime Optima ridge Signal Ember
Investment Vehicles
Timber signal
Services
Fusion Atlas atlas Crest Beacon crest North Signal summit Insight Pathway
Owner & Executives
A
ALVIN ABRAHAM CLAY III
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #4367613
- Ownership
- 50% but less than 75%
(266) 268-5447
vital.meridian@radialcapital.com
in linkedin.com/in/horizon-wave
K
KENNETH P. BALIN
--
- CRD
- --
- Ownership
- 10% but less than 25%
(736) 653-9429
quantum.pathway@alphacapital.com
in linkedin.com/in/bridge-meridian
P
Pioneer vector
Zenith pathway
- CRD
- #45513
- Ownership
- 31.4%
(511) 221-6999
timber.vital@vectorcapital.com
in linkedin.com/in/timber-atlas
Showing 2 of 4 owners & executives
Unlock allContacts
R
RICHARD E BOROWY
--
- CRD
- #7661553
(262) 273-8004
vector.timber@optimacapital.com
in linkedin.com/in/alpha-fusion
PAUL KENNETH KINGSTON
--
- CRD
- #2991534
(844) 897-5456
alpha.pioneer@elementcapital.com
in linkedin.com/in/insight-beacon
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,572,961 | $418,325 |
| Non-Discretionary | $0 | -- |
| Total | $186,572,961 | $418,325 |
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Separately Managed Accounts
Total SMA Asset: $186,572,961
Public Funds:
22.0% Equity - Exchange:
23.9% Cash:
18.1% Corporate - Investment Grade:
15.8% Municipal Bonds:
8.0% U.S. Government/Agency:
12.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,093,446,772 | 22.0% |
| Equity - Exchange | $1,187,880,812 | 23.9% |
| Cash | $899,608,481 | 18.1% |
| Corporate - Investment Grade | $785,293,591 | 15.8% |
| Municipal Bonds | $397,617,008 | 8.0% |
| U.S. Government/Agency | $606,365,937 | 12.2% |
| Total | $4,970,212,601 | 100.0% |