Clayton
Mcwherter
Avalon Investment & Advisory
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About this Advisor
Clayton Mcwherter is a financial advisor based in Houston, Texas with 4 years of industry experience. Mcwherter works at Avalon Investment & Advisory. Throughout their career, Mcwherter has worked at Avalon Advisors, LLC and Pinebridge Investments. Mcwherter has a Series 65 license, designating them as an investment advisor representative, and is able to work in Texas. Avalon Investment & Advisory is a firm operating out of Houston, TX. The firm has a total of 55 employees. It administers $7 billion in total assets across its 2,101 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 98 charitable organizations. Of its 2,101 customer accounts, 72% belong to high-net-worth investors who have at least $1 million in assets available to invest. Avalon Investment & Advisory provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by Avalon Investment & Advisory likely include any combination of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avalon Investment & Advisory Brokerage Details
$7,302,868,541
55
2,101
$3,475,901
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Clayton Mcwherter Work History
Clayton has been registered as a financial advisor for 4 years.*
Avalon Advisors, LLC
Pinebridge Investments
*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 Mcwherter 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 Avalon Investment & Advisory
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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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