Claude Edwin Gaither
Investment adviser representative at Compak Asset Management
18 yearsExperience
13 statesRegistered in
$1.5BFirm assets
25 yearsFirm in business
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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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Compak Asset ManagementApr 2008 to now
- Compak SecuritiesApr 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 13 states (AZ, CA, CO, HI, IA, MD, MI, NM, NV, OR, TX, VA, WA).
Compak Asset Management
$1.5BAssets managed
1,751Clients
16Advisers
25 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
- 1945251
- Firm CRD
- 109930