Clay Northam Wealth Management, Llc
- Regulatory AUM
- $355M
- Discretionary
- $355M
- Clients
- 420
- Avg AUM / client
- $845K
- Accounts
- 1,108
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 311 | $91.3M | 25.7% |
| High net worth individuals | 109 | $264M | 74.3% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Matthew Clay | Shareholder | CFP | Sep 2011 (15y) | ≈ 37.5% – 75% via Brian Clay Cfp, Inc. |
| Darren Scott Northam | Shareholder | CFP | Oct 2011 (15y) | ≈ 37.5% – 75% via Darren Northam Cfp, Inc. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brian Clay Cfp, Inc. | Managing Partner | Jan 2013 | A | 50% – 75% |
| Darren Northam Cfp, Inc. | Managing Partner | Jan 2013 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Brian Matthew Clay: 75% – 100% of Brian Clay Cfp, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Darren Scott Northam: 75% – 100% of Darren Northam Cfp, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 969 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $335M (94% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗