This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.67 fund_share=0.33 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$172MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$172M

Private client RAUM

$115MderivedItem 5.D individuals plus high net worth individuals

Private client share

67%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$57.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

80

Individual clients

29

High net worth clients

26

Private funds

1Schedule D 7.B(1)

SEC number

801-85190

CRD

127546

Filings on the tape

25

First filed

Mar 25, 2015

Latest filed

Mar 26, 2026

Organised

Limited Liability Company, DE

Website

claytonpartners.com

• Occurred

  Mar 25, 2015
  First Form ADV filing

  Clayton Partners Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ec128704-877f-d586-33e6-c45d5af6dab7

First observed

Mar 25, 2015

Last observed

Mar 26, 2026 5 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.