Clayton Financial Services Inc
● SEC registered since 1982CRD 105898SEC# 801-17344Topeka, KS
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Jean Duncan Control | Partner/Senior Wealth Advisor/Director | 10-25% | 2018 |
| Clinton E Patty Control | Chief Compliance Officer/Managing Partner/Director | 10-25% | 2016 |
| Debra Ann Clayton Control | Founding Partner/Director | 10-25% | 1989 |
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Join to unlock · $37/moFrequently 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
| Address | 716 South Kansas Avenue, Topeka, KS 66603-3808 |
| Phone | 785-232-3266 |
| Fax | 785-232-9602 |
| Office hours | 08:30 a.m. To 04:30 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 703007 |
| Discloses disciplinary history | No |
Regulatory AUM
$909.8M▲ 12%
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