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Clayborne Group, LLC (Danbury)


Clayborne Group, LLC is a large advisory firm based in Danbury. It manages $114.55 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut and New York.




Clayborne Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clayborne Group: assets under management

The assets under management (AUM) of Clayborne Group, LLC is $114.55 million. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $550 thousand in discretionary accounts and $114 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $550 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.22 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clayborne Group, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Danbury

The principal office where Clayborne Group, LLC performs its advisory services is located at 60 Newtown Road, Suite 7, Danbury, CT 06810, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 845-797-7773 or by fax 203-917-3631. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.


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