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Clayton Financial Services Inc

● SEC registered since 1982CRD 105898SEC# 801-17344Topeka, KS
Export (members)
Reg. AUM
$909.8M
Employees
14
Accounts
1,876
Location
Topeka, KS

Clayton Financial Services Inc assets under management

Clayton Financial Services Inc operates as an SEC-registered investment adviser based in Topeka, KS. The firm has been registered since 1982. It reports $909.8 million in regulatory assets under management and employs 14 people.

Clayton Financial Services Inc owners & executives

6 reported
NameTitleOwnershipSince
Barbara Jean Duncan ControlPartner/Senior Wealth Advisor/Director10-25%2018
Clinton E Patty ControlChief Compliance Officer/Managing Partner/Director10-25%2016
Debra Ann Clayton ControlFounding Partner/Director10-25%1989
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Frequently asked questions

How much does Clayton Financial Services Inc manage?

Clayton Financial Services Inc reports $909.8 million in regulatory assets under management on its Form ADV.

How many employees does Clayton Financial Services Inc have?

Clayton Financial Services Inc reports 14 employees.

Where is Clayton Financial Services Inc located?

Clayton Financial Services Inc is based in Topeka, KS and has been SEC-registered since 1982.

Does Clayton Financial Services Inc disclose fund performance?

Clayton Financial Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address716 South Kansas Avenue, Topeka, KS 66603-3808
Phone785-232-3266
Fax785-232-9602
Office hours08:30 a.m. To 04:30 p.m.
SEC regionDenver Regional Office (DRO)
CIK703007
Discloses disciplinary historyNo

Regulatory AUM

$909.8M▲ 12%
Mar '25 — $810.6MApr '25 — $810.6MMay '25 — $810.6MJun '25 — $810.6MJul '25 — $810.6MAug '25 — $810.6MSep '25 — $810.6MOct '25 — $810.6MNov '25 — $810.6MDec '25 — $810.6MJan '26 — $810.6MFeb '26 — $810.6MMar '26 — $909.8MApr '26 — $909.8MMay '26 — $909.8MJun '26 — $909.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$909.8Mregulatory AUM
Discretionary $909.8M