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C•• I•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

C•• I•••••••••

CLAYTON, WILLIAMS & SHERWOOD INVESTMENTS, CRD 23551

NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:2c6c9b45-6bba-94c4-9f92-45e0156d9e24

Data as of Feb 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 0
On other graphs: 1
Observed: Feb 13, 2026 to Feb 13, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

C•• I•••••••••

Affiliate · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 27
Advisory employees: 12
Offices: 1Schedule D 1.F, beyond the principal office
CRD: 23551
Filings on the tape: 1
First filed: Feb 13, 2026

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M••••• J•••• L••	n/a	NEWPORT BEACH, CA \| Capistrano, CA	13	21	n/a	yes
P•••••• T••••• K••••••	n/a	Newport Beach, CA \| NEWPORT BEACH, CA \| Denver, CO	7

Relationships

Affiliated with (1)

← CWS CAPITAL PARTNERS LLCRegistered adviserbroker-dealer, common control
factForm ADV

Registered with (13)

← Ty G••••Advisorregistration: current employment
Dec 19, 2025 to presentfactForm ADV
← L•••• L••••Advisorregistration: current employment
Apr 30, 2025 to presentfactForm ADV
← J•••• J• M•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c6c9b45-6bba-94c4-9f92-45e0156d9e24
First observed: Feb 13, 2026
Last observed: Feb 13, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.