AdvizorPro
Clanton Financial Partners, LLC

Clanton Financial Partners, LLC. CRD 333591

Clanton Financial Partners, LLC logo

CRD: 333591

Clanton Financial Partners, LLC

$30.5M Total AUM
$26.7M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
1 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Altruist · Empower · Transamerica · Truist Bank
Clients
Retail and Institutional
Established Date
01-02-2025
Office Locations
1

Office Locations

-- Saint Paul MN

About Clanton Financial Partners, LLC

Clanton Financial Partners, LLC is a Saint Paul, MN registered investment advisor led by Britt Clanton providing financial advice and retirement/IRA-focused planning alongside portfolio management. The firm primarily implements portfolios with ETFs and also supports estate-planning and insurance coordination. Clients access accounts through the Altruist client portal.

Reported data analysis

What the numbers show

Of the latest reported AUM, 87.7% is discretionary and 12.3% is non-discretionary.

The firm reports 1 advisory representatives and 42 clients, or 42 clients per representative. That equates to $725.5K in reported AUM per client.

The profile lists 1 reported office location and 1 years in operation. The source data was last updated on January 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$30.5M AVG AUM / ADVISOR
$725.5K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Additional firm insights

Explore the complete firm intelligence record

AdvizorPro subscribers can review Clanton Financial Partners, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.

Explore AdvizorPro

Available data coverage

  • Asset Classes
  • Client Personas
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Services
  • Technology

Unlock the underlying categories and values

The full Clanton Financial Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.

View full data

Owner & Executives

B

BRITT ECKMAN CLANTON

Chief Compliance Officer, Owner, Vice President

CRD
#4781318
Ownership
75% or more

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $26,731,871 --
Non-Discretionary $3,739,912 --
Total $30,471,783 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

SMA allocation detail is available

Clanton Financial Partners, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

View SMA data

Start a free trial and
prospect smarter