Clayton Kohl (CRD# 3132201) is an Investment Advisor Representative working at Sunsage Capital Management in Grapevine, TX and has over 25 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sunsage Capital, LLC | Grapevine, TX | Jul 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
- TX
-
Total Assets Under Management49MILLIONS
-
Total Number of Accounts107ACCOUNTS
-
Average Account Value$461,450
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
TX
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