ST. LOUIS, MOCRD 226729Latest ADV February 25, 2026
Clayton Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.
Assets Under Management
$794M
Employees
7
Offices
--
Total Clients
248
Primary office
ST. LOUIS, MO
165 NORTH MERAMEC SUITE 130, ST. LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.3% of total clients.
Top client categories% of clientsClients
1
HNWI
67.3%
167
2
Individuals
30.6%
76
3
Charitable
2.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$794Mas of February 25, 2026
Discretionary40.5%
$322M
41% of total RAUM40.5%
Non-discretionary59.5%
$472M
59% of total RAUM59.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$794M
Total Accounts1,306
10Y AUM Change+$184M (+30.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee35:1
10Y Employee Change-8 (-53.3%)
* 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.