Carpenter, Claydon Advisors, Inc.
● SEC registered since 2007CRD 143516SEC# 801-67751Maitland, FL
Reg. AUM
$294.9M
Employees
3
Accounts
404
Location
Maitland, FL
Carpenter, Claydon Advisors, Inc. assets under management
Carpenter, Claydon Advisors, Inc. is an SEC-registered investment adviser based in Maitland, FL. The firm has been registered since 2007. It reports $294.9 million in regulatory assets under management and employs 3 people.
Carpenter, Claydon Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah Marie Claydon Control | President/Secretarytreasurer/Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Carpenter, Claydon Advisors, Inc. manage?
Carpenter, Claydon Advisors, Inc. reports $294.9 million in regulatory assets under management on its Form ADV.
How many employees does Carpenter, Claydon Advisors, Inc. have?
Carpenter, Claydon Advisors, Inc. reports 3 employees.
Where is Carpenter, Claydon Advisors, Inc. located?
Carpenter, Claydon Advisors, Inc. is based in Maitland, FL and has been SEC-registered since 2007.
Does Carpenter, Claydon Advisors, Inc. disclose fund performance?
Carpenter, Claydon Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 557 N. Wymore Road, Suite 201, Maitland, FL 32751 |
| Phone | 407-843-0316 |
| Fax | 407-645-1484 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$294.9M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$294.9Mregulatory AUM
Discretionary $0Non-discretionary $294.9M