CLAYTON FINANCIAL SERVICES INC
Legal name: CLAYTON WEALTH PARTNERS
CRD #105898 SEC #801-17344 TOPEKA, KS 785-232-3266
SEC Registered
Total AUM
$810.6M
Discretionary
$810.6M
Employees
12
Clients
--
Accounts
1,817
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $810.6M | $810.6M | $0 | 12 | 18 |
| Feb 2024 | $695.6M | $695.6M | $0 | 12 | 12 |
| Apr 2023 | $627M | $627M | $0 | 12 | 11 |
| Feb 2023 | $627M | $627M | $0 | 12 | 11 |
| Feb 2022 | $706.7M | $706.7M | $0 | 15 | 8 |
| Oct 2021 | $617M | $617M | $0 | 14 | 4 |
| Jul 2021 | $617M | $617M | $0 | 14 | 4 |
| May 2021 | $617M | $617M | $0 | 14 | 4 |
| Feb 2021 | $617M | $617M | $0 | 14 | 4 |
| Feb 2021 | $617M | $617M | $0 | 14 | 4 |
| Oct 2020 | $541.6M | $541.6M | $0 | 13 | 3 |
| Jul 2020 | $541.6M | $541.6M | $0 | 13 | 3 |
| Jun 2020 | $541.6M | $541.6M | $0 | 13 | 3 |
| Mar 2020 | $541.6M | $541.6M | $0 | 13 | 3 |
| Nov 2019 | $443.9M | $443.9M | $0 | 13 | 530 |
| Mar 2019 | $443.9M | $443.9M | $0 | 13 | 530 |
| Nov 2018 | $476M | $476M | $0 | 12 | 514 |
| Jun 2018 | $476M | $476M | $0 | 12 | 514 |
| Apr 2018 | $476M | $476M | $0 | 12 | 514 |
| Mar 2018 | $476M | $476M | $0 | 12 | 514 |
| Jan 2018 | $405.3M | $405.3M | $0 | 12 | 500 |
| Nov 2017 | $405.3M | $405.3M | $0 | 12 | 500 |
| Sep 2017 | $405.3M | $405.3M | $0 | 12 | 500 |
| Mar 2017 | $405.3M | $405.3M | $0 | 12 | 500 |
| Apr 2016 | $379.6M | $379.6M | $0 | 11 | 500 |
| Mar 2016 | $379.6M | $379.6M | $0 | 11 | 500 |
| Mar 2015 | $388.6M | $388.6M | $0 | 11 | 500 |
| Jul 2014 | $358.8M | $358.8M | $0 | 11 | 500 |
| Mar 2014 | $358.8M | $358.8M | $0 | 11 | 500 |
| Jun 2013 | $299.6M | $299.6M | $0 | 11 | 400 |
| Mar 2013 | $299.6M | $299.6M | $0 | 11 | 400 |
| Apr 2012 | $264.4M | $264.4M | $0 | 6 | 400 |
| Apr 2012 | $264.4M | $264.4M | $0 | 6 | 400 |
| Mar 2012 | $264.4M | $264.4M | $0 | 6 | 400 |
| Mar 2011 | $255.8M | $255.8M | $0 | 10 | -- |
| Mar 2011 | $255.8M | $255.8M | $0 | 10 | -- |
| Oct 2010 | $215.8M | $215.8M | $0 | -- | -- |
| Mar 2010 | $215.8M | $215.8M | $0 | -- | -- |
| Mar 2007 | $213M | $213M | $0 | 10 | -- |
| Feb 2006 | $166M | $166M | $0 | 10 | -- |
| Dec 2005 | $154M | $154M | $0 | 10 | -- |
| Nov 2005 | $154M | $154M | $0 | 10 | -- |
| Jun 2005 | $154M | $154M | $0 | 10 | -- |
| Sep 2001 | $126M | $126M | $0 | 10 | -- |
DateMar 2025
Total AUM$810.6M
Discretionary$810.6M
Non-Disc.$0
Employees12
Clients18
DateFeb 2024
Total AUM$695.6M
Discretionary$695.6M
Non-Disc.$0
Employees12
Clients12
DateApr 2023
Total AUM$627M
Discretionary$627M
Non-Disc.$0
Employees12
Clients11
DateFeb 2023
Total AUM$627M
Discretionary$627M
Non-Disc.$0
Employees12
Clients11
DateFeb 2022
Total AUM$706.7M
Discretionary$706.7M
Non-Disc.$0
Employees15
Clients8
DateOct 2021
Total AUM$617M
Discretionary$617M
Non-Disc.$0
Employees14
Clients4
DateJul 2021
Total AUM$617M
Discretionary$617M
Non-Disc.$0
Employees14
Clients4
DateMay 2021
Total AUM$617M
Discretionary$617M
Non-Disc.$0
Employees14
Clients4
DateFeb 2021
Total AUM$617M
Discretionary$617M
Non-Disc.$0
Employees14
Clients4
DateFeb 2021
Total AUM$617M
Discretionary$617M
Non-Disc.$0
Employees14
Clients4
DateOct 2020
Total AUM$541.6M
Discretionary$541.6M
Non-Disc.$0
Employees13
Clients3
DateJul 2020
Total AUM$541.6M
Discretionary$541.6M
Non-Disc.$0
Employees13
Clients3
DateJun 2020
Total AUM$541.6M
Discretionary$541.6M
Non-Disc.$0
Employees13
Clients3
DateMar 2020
Total AUM$541.6M
Discretionary$541.6M
Non-Disc.$0
Employees13
Clients3
DateNov 2019
Total AUM$443.9M
Discretionary$443.9M
Non-Disc.$0
Employees13
Clients530
DateMar 2019
Total AUM$443.9M
Discretionary$443.9M
Non-Disc.$0
Employees13
Clients530
DateNov 2018
Total AUM$476M
Discretionary$476M
Non-Disc.$0
Employees12
Clients514
DateJun 2018
Total AUM$476M
Discretionary$476M
Non-Disc.$0
Employees12
Clients514
DateApr 2018
Total AUM$476M
Discretionary$476M
Non-Disc.$0
Employees12
Clients514
DateMar 2018
Total AUM$476M
Discretionary$476M
Non-Disc.$0
Employees12
Clients514
DateJan 2018
Total AUM$405.3M
Discretionary$405.3M
Non-Disc.$0
Employees12
Clients500
DateNov 2017
Total AUM$405.3M
Discretionary$405.3M
Non-Disc.$0
Employees12
Clients500
DateSep 2017
Total AUM$405.3M
Discretionary$405.3M
Non-Disc.$0
Employees12
Clients500
DateMar 2017
Total AUM$405.3M
Discretionary$405.3M
Non-Disc.$0
Employees12
Clients500
DateApr 2016
Total AUM$379.6M
Discretionary$379.6M
Non-Disc.$0
Employees11
Clients500
DateMar 2016
Total AUM$379.6M
Discretionary$379.6M
Non-Disc.$0
Employees11
Clients500
DateMar 2015
Total AUM$388.6M
Discretionary$388.6M
Non-Disc.$0
Employees11
Clients500
DateJul 2014
Total AUM$358.8M
Discretionary$358.8M
Non-Disc.$0
Employees11
Clients500
DateMar 2014
Total AUM$358.8M
Discretionary$358.8M
Non-Disc.$0
Employees11
Clients500
DateJun 2013
Total AUM$299.6M
Discretionary$299.6M
Non-Disc.$0
Employees11
Clients400
DateMar 2013
Total AUM$299.6M
Discretionary$299.6M
Non-Disc.$0
Employees11
Clients400
DateApr 2012
Total AUM$264.4M
Discretionary$264.4M
Non-Disc.$0
Employees6
Clients400
DateApr 2012
Total AUM$264.4M
Discretionary$264.4M
Non-Disc.$0
Employees6
Clients400
DateMar 2012
Total AUM$264.4M
Discretionary$264.4M
Non-Disc.$0
Employees6
Clients400
DateMar 2011
Total AUM$255.8M
Discretionary$255.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$255.8M
Discretionary$255.8M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$215.8M
Discretionary$215.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$215.8M
Discretionary$215.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$213M
Discretionary$213M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees10
Clients--