# Clayton Wealth Partners

> Clayton Wealth Partners is an SEC-registered investment advisory firm in Topeka, KS, registered since 1982, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 105898
- Filed as: CLAYTON WEALTH PARTNERS
- Legal name: Clayton Financial Services Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Topeka, KS
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105898
- AdvisorCensus page: https://advisorcensus.com/firm/clayton-wealth-partners-topeka-ks-105898

## Quick answers

**How is Clayton Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Clayton Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Clayton Wealth Partners charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Hourly rate: $50 to $350 an hour (This project-specific engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Clayton Wealth Partners located?**
Clayton Wealth Partners' principal office is in Topeka, KS, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Clayton Wealth Partners registered with the SEC or a state?**
Clayton Wealth Partners is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 105898.

**How much does Clayton Wealth Partners manage?**
Clayton Wealth Partners reports $909,816,483 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**How have Clayton Wealth Partners' assets and staff changed since 2021?**
In the Form ADV data for Clayton Wealth Partners: Regulatory assets under management: $616,989,201 in the October 2021 data and $909,816,483 in the October 2026 data, up 47%. Total employees: 14 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clayton Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (606); high net worth individuals (110); charitable organizations (19).

**Which custodians does Clayton Wealth Partners use?**
Clayton Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Clayton Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105898

**What changed in Clayton Wealth Partners' recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Hourly rate: $50 to $350 an hour (This project-specific engagement)

> This project-specific engagement will be billed at an hourly fee of $50 - $350 per hour, depending on the individual(s) performing the engagement and the level of experience and skill required.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $909,816,483
- Discretionary: $909,816,483
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 606 | $301,985,387 |
| High net worth individuals | 110 | $470,369,322 |
| Charitable organizations | 19 | $125,819,386 |
| Corporations or other businesses not listed above | Fewer than 5 | $458,561 |
| Other | 18 | $11,183,827 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1982 (44 years)
- Employees: 14 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, KS, MO, NC, NE, NH, NY, OK, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Lawrence, KS

### Websites listed on Form ADV (Item 1.I)
- claytonwealthpartners.com
- Facebook @CLAYTONWEALTHPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $616,989,201 | 14 | July 2, 2021 |
| October 2022 | $706,694,758 | 15 | February 22, 2022 |
| October 2023 | $627,000,543 | 12 | April 6, 2023 |
| October 2024 | $695,617,687 | 12 | February 22, 2024 |
| October 2025 | $810,559,576 | 12 | March 3, 2025 |
| October 2026 | $909,816,483 | 14 | September 9, 2026 |

Regulatory assets under management: $616,989,201 in the October 2021 data and $909,816,483 in the October 2026 data, up 47%.
Total employees: 14 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in TN.

### April 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $810,559,576 to $909,816,483 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clayton Wealth Partners (CRD 105898): Form ADV filing data as of October 2026.