CLAYTON WEALTH PARTNERS

Legal name: CLAYTON FINANCIAL SERVICES INC

CRD 105898File 801-17344

APPROVED

Retail clients

Filing as of Mar 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$909.8M

Above cohort median (national)

Discretionary AUM

$909.8M

Clients

735

1,876 accounts

Employees

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
Website: HTTPS://WWW.FACEBOOK.COM/CLAYTONWEALTHPARTNERS

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	753	735
Aug 12, 2026	Registration	—	APPROVED

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.