Carpenter, Claydon Advisors, Inc.
Carpenter, Claydon Advisors, Inc. is an SEC-registered wealth manager in Maitland, FL with $294.9M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Carpenter, Claydon Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143516, SEC 801-67751, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $294.9M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Maitland, FL
- Employees
- 3
- Clients
- 249
- CRD
- 143516
- Ownership
- CARPENTER, GORDON, KEITH; CLAYDON, DEBORAH, MARIE
How much AUM does Carpenter, Claydon Advisors, Inc. have?
Carpenter, Claydon Advisors, Inc. reported $294.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Carpenter, Claydon Advisors, Inc.?
Disclosed owners and executives of Carpenter, Claydon Advisors, Inc. include CARPENTER, GORDON, KEITH, CLAYDON, DEBORAH, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.