$30.5M Total AUM
$26.7M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Empower · Transamerica · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Oak eagle
- 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.
Team overview
-- AVG AGE
$30.5M AVG AUM / ADVISOR
$725.5K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Quantum Beacon vector
Client Personas
Frontier
CRM
Vertex
Custodian
Harbor harbor Alpha Ember pioneer Vector horizon Vertex summit
Investment Themes
Quantum Fusion unison
Investment Vehicles
Quantum
Services
Unison Catalyst Glacier Catalyst radial
Technology
Ember matrix
Owner & Executives
B
BRITT ECKMAN CLANTON
Chief Compliance Officer, Owner, Vice President
- CRD
- #4781318
- Ownership
- 75% or more
(663) 569-5540
frontier.signal@zenithcapital.com
in linkedin.com/in/matrix-quantum
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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 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,471,783
Equity - Exchange:
27.5% Cash:
23.4% U.S. Government/Agency:
22.6% Municipal Bonds:
15.9% Public Funds:
10.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,035,981,532 | 27.5% |
| Cash | $881,526,103 | 23.4% |
| U.S. Government/Agency | $851,388,459 | 22.6% |
| Municipal Bonds | $598,985,686 | 15.9% |
| Public Funds | $399,323,790 | 10.6% |
| Total | $3,767,205,570 | 100.0% |