Clayton
Williams

Martin & Company Investment Counsel

CRD#4778379
Investment Advisor
in Knoxville, TN

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About this Advisor

Clayton Williams is a chartered financial analyst based in Knoxville, Tennessee who has 1 year of relevant experience. Williams is an employee of Martin & Company Investment Counsel. Over the course of their career, they have held roles at Martin & Company, Harbert Management Corp and Private Investor. Williams is approved to operate in Tennessee. Martin & Company Investment Counsel is an advisory business operating out of Knoxville, TN. It administers $1 billion in assets between its 124 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 124 client accounts, 88% are associated with high-net-worth investors who have at least $1 million in assets. The business has a few services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on the type of financial services. Fee types charged by Martin & Company Investment Counsel typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Two Centre Square, Suite 200 625 South Gay St
Knoxville, TN 37902-1669

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Martin & Company Investment Counsel Brokerage Details

Total Assets Under Management

$1,445,415,961

TN Average: $730,596,643
Total Number of Employees

7

TN Average: 15
Total Number of Accounts

124

TN Average: 968
Average Account Size

$11,656,580

TN Average: $754,749

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Clayton Williams Work History

Clayton has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Martin & Company

2018 - 2022 (4 years)

Private Investor

2010 - 2018 (8 years)

Harbert Management Corp

*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 Williams 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 Martin & Company Investment Counsel

Michael Holt
Knoxville, TN
Darren Williams
Knoxville, TN
Clayton Williams
Knoxville, TN
Charles Stewart
Knoxville, TN
Ted Flickinger
Knoxville, TN
Joseph Brewer
Knoxville, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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