Teton Wealth Group Llc
- Regulatory AUM
- $204M
- Discretionary
- $204M
- Clients
- 849
- Avg AUM / client
- $240K
- Accounts
- 2,417
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 827 | $190M | 93.3% |
| High net worth individuals | 1 | $5.0M | 2.45% |
| Pension and profit sharing plans | 8 | $1.1M | 0.55% |
| Charitable organizations | 1 | $40.0K | 0.02% |
| Corporations and other businesses | 12 | $7.4M | 3.64% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clayton Boyd Alexander | Ceo | Jan 2019 (8y) | ≈ 56.25% – 100% via Ca Wealth Management Inc | |
| Douglas Scott Ferrell | Chief Compliance Officer | Oct 2020 (6y) | Less than 5% | |
| Darren James Woodward | Registered representative | Apr 2022 (4y) | ||
| Sean Snow | Registered representative | CFP | Apr 2024 (2y) | |
| Spencer Douglas Webb | Registered representative | Oct 2024 (2y) | ||
| Christopher Cook | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ca Wealth Management Inc | Owner | Jan 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Clayton Boyd Alexander: 75% – 100% of Ca Wealth Management Inc × 75% – 100% direct ≈ 56.25% – 100% 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) | 03/25/2026 | 1.06 MB | 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
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $204M (100% of AUM) Mar 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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗