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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-1982
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 3, 2025 and March 5, 2026, reported AUM increased 12.2%, from $810.6M to $909.8M.
Across 5 reported observations, AUM increased 28.7% between February 22, 2022 and March 5, 2026, from $706.7M to $909.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 775 clients, or 96.9 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 44 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DEBRA ANN CLAYTON
DIRECTOR, FOUNDING PARTNER, President
- CRD
- #2165594
- Ownership
- 10% but less than 25%
RANDY JOE CLAYTON
DIRECTOR, FOUNDING PARTNER, Partner
- CRD
- #842998
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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Sean Andrew Bounous
Associate Wealth Advisor
- CRD
- #8038482
Zachary Wayne Pohlenz
Wealth Advisor
- CRD
- #6786389
Showing 2 of 10 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Clayton Wealth Partners has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.