Carpenter, Claydon Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Maitland, FL. Its latest Form ADV filing, dated March 4, 2026, reports $295M in regulatory assets under management, 3 employees, and 404 accounts.
Assets Under Management
$295M
Employees
3
Offices
--
Total Clients
249
Primary office
MAITLAND, FL
557 N. WYMORE ROAD, SUITE 201, MAITLAND, FL, United States
Top client segmentHNWI represent 75.5% of total clients.
Top client categories% of clientsClients
1
HNWI
75.5%
188
2
Individuals
20.5%
51
3
Pension Plans
4.0%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$295Mas of March 4, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$295M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$295M
Total Accounts404
10Y AUM Change+$142M (+93.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee83:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.