$294.9M Total AUM
$0 Disc. AUM
12.0% 3Y CAGR
3 Employees
250 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North
- Established Date
- 04-13-2007
- Office Locations
- 1
Office Locations
834 N. Highland Avenue Orlando FL
About Carpenter, Claydon Advisors, Inc.
Carpenter, Claydon Advisors (CCa) is an independent, fee-based advisory firm serving professionals, entrepreneurs, executives and families across Central Florida. The team provides fiduciary wealth management and financial planning, building long-term relationships through goal-based strategy, asset allocation, and ongoing portfolio analysis and risk management. Custody includes Charles Schwab.
Team overview
55 AVG AGE
$147.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
19.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Meridian frontier
Custodian
Ridge capital Oak Delta
Investment Themes
Fusion
Investment Vehicles
Ridge
Services
Catalyst Prime wave Peak Peak Pioneer
Technology
Ridge insight
Owner & Executives
DEBORAH MARIE CLAYDON
Advisor, Chief Compliance Officer, President
- CRD
- #2030444
- Ownership
- 75% or more
(525) 715-1275
alpha.insight@primecapital.com
in linkedin.com/in/optima-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $294,900,020 | $729,951 |
| Total | $294,900,020 | $729,951 |
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Separately Managed Accounts
Total SMA Asset: $294,900,020
Public Funds:
34.9% Cash:
30.2% Other:
20.8% Equity - Exchange:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,028,978,216 | 34.9% |
| Cash | $2,621,064,244 | 30.2% |
| Other | $1,805,236,301 | 20.8% |
| Equity - Exchange | $1,223,741,915 | 14.1% |
| Total | $8,679,020,676 | 100.0% |