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CLAYTON WEALTH PARTNERS
Legal name: CLAYTON FINANCIAL SERVICES INC
CRD 105898File 801-17344
APPROVED
Retail clients
Filing as of Sep 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$909.8M
Above cohort median (national)
Discretionary AUM
$909.8M
Clients
735
1,876 accounts
Employees
14
Above cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 1, 1982
- Principal office
- 716 SOUTH KANSAS AVENUE, TOPEKA, KS, 66603-3808
- Phone
- 785-232-3266
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $909.8M
- Discretionary AUM
- $909.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,876
- Non-discretionary accounts
- 0
- Total accounts
- 1,876
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $459K |
| Charitable organizations | 19 | $125.8M |
| High net worth individuals | 110 | $470.4M |
| Individuals (other than high net worth individuals) | 606 | $302.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 753 | 735 | decreased by18 |
| Apr 1, 2026 | Employees | 12 | 14 | increased by2 |
| Apr 1, 2026 | AUM | $810,559,576 | $909,816,483 | increased by$99,256,907 |
| Apr 1, 2026 | Accounts | 1,817 | 1,876 | increased by59 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 12 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 593 | 753 | increased by160 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $706,694,758 | $810,559,576 | increased by$103,864,818 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,645 | 1,817 | increased by172 |
| Mar 1, 2022 | Employees | 14 | 15 | increased by1 |
| Mar 1, 2022 | Clients | 653 | 593 | decreased by60 |
| Mar 1, 2022 | AUM | $616,989,201 | $706,694,758 | increased by$89,705,557 |
| Mar 1, 2022 | Accounts | 1,540 | 1,645 | increased by105 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLAYTON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLAYTON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.