Clayton Monroe Holcomb
Investment adviser representative at Mutual Advisors, LLC
20 yearsExperience
2 statesRegistered in
ChFC®Designation
$9.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Mutual Advisors, LLC.Jan 2017 to now
- Mutual Securities, Inc.Jan 2017 to now
- Wealth Advisory Group, Inc.Jan 2007 to Jan 2017
- LPL Financial LLCDec 2006 to Nov 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1687041
- Firm CRD
- 167658