Clayton Partners LLC

Clayton Partners LLC (CRD# 127546) is a financial advisory firm headquartered in San Francisco, CA. They manage $105,000,000 in 87 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $1,206,897
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA

Financial Advisors at Clayton Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jason G. Stankowski
CRD#: 2331752
575 Market Street, Suite 1825, San Francisco, CA 94105
96
Wealthminder
score

Jason Stankowski (CRD# 2331752) is an Investment Advisor Representative working at Clayton Partners LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

2
Gregory W. Johnson
CRD#: 5111140
575 Market Street, Suite 1825, San Francisco, CA 94105
90
Wealthminder
score

Gregory Johnson (CRD# 5111140) is an Investment Advisor Representative working at Clayton Partners LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

3
Brian G. Lancaster
CRD#: 2636780
575 Market Street, Suite 1825, San Francisco, CA 94105
76
Wealthminder
score

Brian Lancaster (CRD# 2636780) is an Investment Advisor Representative working at Clayton Partners LLC in San Francisco, CA and has over 21 years of experience in the finance industry.

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