Clayton
Boone

Austin Asset

CRD#5335696
Investment Advisor
in Austin, TX

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About this Advisor

Clayton Boone is an advisor located in Austin, Texas. Currently a registered advisor with Austin Asset, Boone has 11 years of professional experience in the financial advisory industry. Boone holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Boone is able to work with clients in Texas. During their career, the advisor has held roles at Fidelity Investments, Dimensional Fund Advisors and Austin Asset. Austin Asset is located in Austin, Texas. In aggregate, Austin Asset manages $846 million in assets across 1,674 accounts and employs 19 staff members. The amount of assets the firm manages makes it one of the larger financial advisory firms in the nation. The firm manages 1,651 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 64% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Austin Asset offers financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

7200 N. Mopac, Suite 315
Austin, TX 78731

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Austin Asset Brokerage Details

Total Assets Under Management

$845,696,666

TX Average: $3,042,739,679
Total Number of Employees

19

TX Average: 49
Total Number of Accounts

1,674

TX Average: 2,315
Average Account Size

$505,195

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Clayton Boone Work History

Clayton has 12 years of experience.

2019 - Present (1 year)

Austin Asset

2014 - 2019 (5 years)

Dimensional Fund Advisors

2008 - 2014 (6 years)

Fidelity Investments

Disclosures

Clayton Boone has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Austin Asset

Joshua Clifford
Austin, TX
Marybeth Meyer
Austin, TX
William Wike
Austin, TX
Gregory Vanwyk
Austin, TX
Clayton Boone
Austin, TX
Jonathan Davison
Austin, TX
Jamie Ileks
Austin, TX
William Hehman
Austin, TX

This content was compiled from the SEC and FINRA.

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