Clayton
Gibson
Liquid Strategies, LLC
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About this Advisor
Clayton Gibson is a financial advisor based out of Atlanta, Georgia with a total of 6 years of relevant experience. Gibson works at Liquid Strategies, LLC. Throughout their career, they have worked at Liquid Strategies, LLC and Persimmon Capital Management Lp. Gibson holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia. Liquid Strategies, LLC is an advisory firm that has its headquarters in Atlanta, GA. The company has offices in two locations and a total of 10 advisors. It handles $637 million in total assets between its 12 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 12 accounts, just 8% belong to high-net-worth clients who have more than $1 million in assets. The business has a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and other services. Financial management fees usually are based on which services the firm provides the client. However, fee types billed by Liquid Strategies, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Liquid Strategies, LLC Brokerage Details
$636,898,040
10
12
$53,074,837
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Clayton Gibson Work History
Clayton has been registered as a financial advisor for 6 years.*
Liquid Strategies, LLC
Persimmon Capital Management Lp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Clayton Gibson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Liquid Strategies, LLC
Atlanta, GA
Atlanta, GA
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