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CARPENTER, CLAYDON ADVISORS, INC.

MAITLAND, FL · CRD 143516 · IAPD ↗ · 407-843-0316

$294.9MRegulatory AUM
2Advisory reps
3Employees
1Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2024 — CARPENTER, CLAYDON ADVISORS, INC. reported RAUM up 31% ($210.0M -> $275.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.