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Clayton Shawn Gibson

Investment adviser representative at Liquid Strategies, LLC
13 yearsExperience
2 statesRegistered in
$1.4BFirm assets
12 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Liquid Strategies, LLCOct 2013 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law1996
  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

Liquid Strategies, LLC

$1.4BAssets managed
22Clients
2Advisers
12 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
2629166
Firm CRD
170107
Advisor's SEC record (opens in a new tab)
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