Overview
Assets Under Management: $267 million
Headquarters: MAITLAND, FL
High-Net-Worth Clients: 89
Average Client Assets: $2 million
Frequently Asked Questions
CARPENTER, CLAYDON ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143516), CARPENTER, CLAYDON ADVISORS, INC. is subject to fiduciary duty under federal law.
CARPENTER, CLAYDON ADVISORS, INC. is headquartered in MAITLAND, FL.
CARPENTER, CLAYDON ADVISORS, INC. serves 89 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, CARPENTER, CLAYDON ADVISORS, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CARPENTER, CLAYDON ADVISORS, INC. manages $267 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, CARPENTER, CLAYDON ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.62
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 420
Non-Discretionary Accounts: 420
Regulatory Filings
CRD Number: 143516
Last Filing Date: 2025-02-25 00:00:00
Website: https://ccawealth.com