$909.8M Total AUM
$909.8M Disc. AUM
14.0% 3Y CAGR
14 Employees
775 ADV. Clients
44 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-1982
- Office Locations
- 1
Office Locations
716 South Kansas Avenue Topeka KS
About Clayton Wealth Partners
Clayton Wealth Partners is a Topeka-based RIA. The firm has been operating for 44 years. Managing $909.8M in total assets under management, with 8 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
44 AVG AGE
$113.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
15 yrs AVG TENURE
14 Employees
8 Advisory Reps
7 RIA Reps
44yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DEBRA ANN CLAYTON
DIRECTOR, FOUNDING PARTNER, President
- CRD
- #2165594
- Ownership
- 10% but less than 25%
Available
Available
Available
R
RANDY JOE CLAYTON
DIRECTOR, FOUNDING PARTNER, Partner
- CRD
- #842998
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 6 owners & executives
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S
Sean Andrew Bounous
Associate Wealth Advisor
- CRD
- #8038482
Available
Available
Available
Z
Zachary Wayne Pohlenz
Wealth Advisor
- CRD
- #6786389
Available
Available
Available
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $909,816,483 | $484,977 |
| Non-Discretionary | $0 | -- |
| Total | $909,816,483 | $484,977 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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