Clayton Financial Group, LLC

Clayton Financial Group, LLC (CRD# 226729) is a financial advisory firm headquartered in Saint Louis, MO. They manage $393,287,726 in 1,350 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    393
    MILLION
  • Total Number of Accounts
    1,350
    ACCOUNTS
  • Average Account Value
    $291,324
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, LA, MA, MO, NH, TX

Financial Advisors at Clayton Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Julie E. Bahr
CRD#: 3043047
Saint Louis, MO
96
Wealthminder
score

Julie Bahr (CRD# 3043047) is an Investment Advisor Representative working at Clayton Financial Group, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry. Julie Bahr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kenneth J. Bower
CRD#: 2078620
Saint Louis, MO
93
Wealthminder
score

Kenneth Bower (CRD# 2078620) is an Investment Advisor Representative working at Clayton Financial Group, LLC in Saint Louis, MO and has over 12 years of experience in the finance industry.

3
Matthew J. Bower
CRD#: 4335636
Saint Louis, MO
90
Wealthminder
score

Matthew Bower (CRD# 4335636) is an Investment Advisor Representative working at Clayton Financial Group, LLC in Saint Louis, MO and has 1 year of experience in the finance industry. Matthew Bower has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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