CLAYTON FINANCIAL GROUP, LLC

165 North Meramec Suite 130
St. Louis, Missouri 63105
Tel: (314) 446-3250

About CLAYTON FINANCIAL GROUP, LLC

CLAYTON FINANCIAL GROUP, LLC, formally registered with the SEC as CLAYTON FINANCIAL GROUP, LLC. The firm was established in 06/02/2015. They have over 1 offices throughout the country.

CLAYTON FINANCIAL GROUP, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $1,736,034,368 assets under management, offering retirement planning & investment advisory services to 3544 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	226729
SEC#	801-97344
Assets Managed by Firm	$1,736,034,368
No. of Clients	3544
No. of Advisors	23

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	3544	$1,736,034,368
Individuals (other than high net worth individuals)	337	$173,250,826
High net worth individuals	405	$1,380,643,721
Pension and profit sharing plans	26	$170,614,773
Charitable organizations	7	$11,525,048

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AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd. St. Louis, MO, 63105	$37,481,639,918	40790	501

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