CRD: 159002
Clay Northam Wealth Management
$354.9M Total AUM
$354.9M Disc. AUM
-- 3Y CAGR
2 Employees
420 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ridge matrix
- Established Date
- 09-30-2011
- Office Locations
- 2
Office Locations
16400 Pacific Coast Highway Suite 207 Huntington Beach CA
-- Sherman Oaks CA
About Clay Northam Wealth Management
Clay Northam Wealth Management is a Southern California RIA providing customized, relationship-driven wealth management and comprehensive financial planning for retail clients, including business owners and entrepreneurs. Portfolios emphasize ETF and public fund implementations alongside cash and fixed income, with access to alternatives as needed. Custodied primarily at Charles Schwab; offices in El Segundo, Huntington Beach, and Sherman Oaks.
Team overview
49 AVG AGE
$177.5M AVG AUM / ADVISOR
$845.1K AVG AUM / CLIENT
14.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Glacier capital Optima Fusion pathway Element radial Prime foundation Crest
Client Personas
Vital Pathway
Custodian
Zenith Radial ember Vertex Quantum
Investment Themes
Eagle Vector Wave crest Harbor
Investment Vehicles
Ridge peak
Platform
Glacier Beacon
Services
Focus Momentum glacier Crest Bridge catalyst Unison vector Meridian signal Radial Meridian Delta Vertex Crest vital Vertex Timber fusion
Technology
Wave
Owner & Executives
BRIAN MATTHEW CLAY
Certified Financial Planner, Chief Compliance Officer
- CRD
- #4227797
- Ownership
- Less than 5%
(665) 833-8636
zenith.vector@ridgecapital.com
in linkedin.com/in/fusion-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
DARREN SCOTT NORTHAM
Wealth Advisor
- CRD
- #2765202
(573) 472-4837
fusion.summit@meridiancapital.com
in linkedin.com/in/zenith-oak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $354,936,978 | $320,340 |
| Non-Discretionary | $0 | -- |
| Total | $354,936,978 | $320,340 |
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Separately Managed Accounts
Total SMA Asset: $354,936,978
Equity - Exchange:
20.2% Public Funds:
13.5% Cash:
19.4% Equity - OTC:
9.3% U.S. Government/Agency:
16.0% Corporate - Investment Grade:
15.3% Municipal Bonds:
6.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $262,997,800 | 20.2% |
| Public Funds | $175,765,857 | 13.5% |
| Cash | $252,582,046 | 19.4% |
| Equity - OTC | $121,083,146 | 9.3% |
| U.S. Government/Agency | $208,315,089 | 16.0% |
| Corporate - Investment Grade | $199,201,304 | 15.3% |
| Municipal Bonds | $82,024,066 | 6.3% |
| Total | $1,301,969,308 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA OPTIMA QUANTUM | HORIZON CAPITAL | 9RDBGQ60S | INABT | 2.11% | $65,457,731 |
| RADIAL SUMMIT BRIDGE | DELTA EAGLE | 6F7W5KNVT | WEQB | 12.13% | $63,421,031 |
| ATLAS CREST | CATALYST HARBOR | EH2U962NJ | YVH | 12.40% | $5,855,519 |
| VERTEX SUMMIT HORIZON | CATALYST ZENITH | KP4JAQA35 | KOXPJ | 1.93% | $115,622,914 |
| ALPHA ATLAS CAPITAL | BEACON CAPITAL | 4PB4IPA06 | IVEBD | 6.10% | $20,178,253 |
| ALPHA SIGNAL | PEAK HORIZON | 8VCDP63RQ | WPSYZ | 1.39% | $75,794,957 |
| GLACIER VECTOR | VECTOR BRIDGE | 3LS011H32 | HKJE | 6.58% | $7,082,827 |
| PRIME HARBOR | WAVE WAVE | IOFUSBN9Y | TVD | 5.46% | $24,144,532 |