Herschel
Clanton

On Investment Management Co

CRD#2772945
Investment Advisor
in Atlanta, GA
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About this Advisor

Herschel Clanton is a certified financial planner located in Atlanta, Georgia. Currently a registered investment advisor with On Investment Management Co, they have gathered 18 years of work experience. Clanton has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Clanton can serve clients in Alabama. During their career, the advisor has held roles at Ohio National Life Insurance, The O.N. Equity Sales Company and The Chancellor Group. On Investment Management Co is headquartered in Atlanta, Georgia, and operates out of 228 locations in the United States. In aggregate, On Investment Management Co oversees $1 billion in assets throughout 9,263 accounts and retains more than 374 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 1,415 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. On Investment Management Co can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

100 Galleria Parkway Se Suite 995
Atlanta, GA 30339

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On Investment Management Co Brokerage Details

Total Assets Under Management

$1,463,138,064

GA Average: $2,106,341,625
Total Number of Employees

374

GA Average: 34
Total Number of Accounts

10,580

GA Average: 1,972
Average Account Size

$138,293

GA Average: $1,068,125

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Herschel Clanton Work History

Herschel has 18 years of experience.

2002 - Present (17 years)

The Chancellor Group

2000 - Present (19 years)

Ohio National Life Insurance

2000 - Present (19 years)

The O.N. Equity Sales Company

Disclosures

Herschel Clanton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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