CARPENTER, CLAYDON ADVISORS, INC.
CRD #143516 SEC #801-67751 MAITLAND, FL 407-843-0316
SEC Registered
Total AUM
$266.6M
Discretionary
$0
Employees
3
Clients
25
Accounts
420
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $266.6M | $0 | $266.6M | 3 | 1 |
| Mar 2024 | $275.8M | $3.8M | $272.1M | 3 | 1 |
| Feb 2023 | $210M | $3.3M | $206.7M | 3 | 1 |
| Oct 2022 | $203M | $3.9M | $199.1M | 3 | 1 |
| Mar 2022 | $203M | $3.9M | $199.1M | 3 | 1 |
| Mar 2021 | $185.3M | $4.5M | $180.7M | 3 | 1 |
| Dec 2020 | $164.2M | $3.9M | $160.3M | 3 | 2 |
| Jun 2020 | $164.2M | $3.9M | $160.3M | 3 | 2 |
| Mar 2020 | $164.2M | $3.9M | $160.3M | 3 | 2 |
| Mar 2019 | $150.7M | $3.1M | $147.6M | 3 | 1 |
| Mar 2018 | $142.5M | $3.1M | $139.4M | 3 | 1 |
| Jul 2017 | $152.4M | $2.7M | $149.8M | 3 | 121 |
| Mar 2017 | $152.4M | $2.7M | $149.8M | 3 | 121 |
| Mar 2016 | $146.3M | $4.9M | $141.4M | 3 | 115 |
| Mar 2015 | $119.2M | $5.2M | $114M | 3 | 112 |
| Mar 2014 | $112.3M | $6.6M | $105.7M | 3 | 26 |
| Mar 2013 | $121.6M | $6.4M | $115.2M | 4 | 101 |
| Mar 2012 | $106.1M | $624.9K | $105.4M | 1 | 101 |
| Mar 2011 | $83.1M | $0 | $83.1M | 5 | -- |
| Aug 2010 | $103.9M | $0 | $103.9M | 5 | -- |
| Mar 2008 | $114.3M | $0 | $114.3M | 5 | -- |
| Jan 2008 | $91.1M | $0 | $91.1M | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$266.6M
Discretionary$0
Non-Disc.$266.6M
Employees3
Clients1
DateMar 2024
Total AUM$275.8M
Discretionary$3.8M
Non-Disc.$272.1M
Employees3
Clients1
DateFeb 2023
Total AUM$210M
Discretionary$3.3M
Non-Disc.$206.7M
Employees3
Clients1
DateOct 2022
Total AUM$203M
Discretionary$3.9M
Non-Disc.$199.1M
Employees3
Clients1
DateMar 2022
Total AUM$203M
Discretionary$3.9M
Non-Disc.$199.1M
Employees3
Clients1
DateMar 2021
Total AUM$185.3M
Discretionary$4.5M
Non-Disc.$180.7M
Employees3
Clients1
DateDec 2020
Total AUM$164.2M
Discretionary$3.9M
Non-Disc.$160.3M
Employees3
Clients2
DateJun 2020
Total AUM$164.2M
Discretionary$3.9M
Non-Disc.$160.3M
Employees3
Clients2
DateMar 2020
Total AUM$164.2M
Discretionary$3.9M
Non-Disc.$160.3M
Employees3
Clients2
DateMar 2019
Total AUM$150.7M
Discretionary$3.1M
Non-Disc.$147.6M
Employees3
Clients1
DateMar 2018
Total AUM$142.5M
Discretionary$3.1M
Non-Disc.$139.4M
Employees3
Clients1
DateJul 2017
Total AUM$152.4M
Discretionary$2.7M
Non-Disc.$149.8M
Employees3
Clients121
DateMar 2017
Total AUM$152.4M
Discretionary$2.7M
Non-Disc.$149.8M
Employees3
Clients121
DateMar 2016
Total AUM$146.3M
Discretionary$4.9M
Non-Disc.$141.4M
Employees3
Clients115
DateMar 2015
Total AUM$119.2M
Discretionary$5.2M
Non-Disc.$114M
Employees3
Clients112
DateMar 2014
Total AUM$112.3M
Discretionary$6.6M
Non-Disc.$105.7M
Employees3
Clients26
DateMar 2013
Total AUM$121.6M
Discretionary$6.4M
Non-Disc.$115.2M
Employees4
Clients101
DateMar 2012
Total AUM$106.1M
Discretionary$624.9K
Non-Disc.$105.4M
Employees1
Clients101
DateMar 2011
Total AUM$83.1M
Discretionary$0
Non-Disc.$83.1M
Employees5
Clients--
DateAug 2010
Total AUM$103.9M
Discretionary$0
Non-Disc.$103.9M
Employees5
Clients--
DateMar 2008
Total AUM$114.3M
Discretionary$0
Non-Disc.$114.3M
Employees5
Clients--
DateJan 2008
Total AUM$91.1M
Discretionary$0
Non-Disc.$91.1M
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--