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CFP

Clayton Fisher

Arax Advisory Partners
21 Years of Experience
Dallas, TX
Broker
View SEC Summary
View SEC Summary

Clayton Fisher is a CFP-designated registered investment advisor at Arax Advisory Partners, based in Dallas, TX, with 21 years of industry experience. Clayton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.

Arax Advisory Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
233 advisors
Number of Clients
15,662 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2101 Cedar Springs Road, Suite 1850, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Clayton is a registered representative with USCA Securities, LLC since 2016 and a financial advisor and Director with US Capital Wealth Advisors, LLC since 2021. Both roles are investment-related and require minimal time.

Employment History
Current Registrations
Arax Advisory Partners
July 2026 - Present · 3 mos
Usca Securities LLCBroker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
U.S. Capital Wealth Advisors, LLC
June 2021 - July 2026 · 5 yrs 1 mo
Usca RIA LLC
March 2016 - June 2021 · 5 yrs 3 mos
Wells Fargo Advisors, LLC
October 2005 - March 2016 · 10 yrs 5 mos
Wells Fargo Advisors, LLCBroker
August 2005 - March 2016 · 10 yrs 7 mos
State Registrations27 states
ARAZCACOCTDEFLGAIAILINMDMEMOMSNCNHNJOHOKORPARITXUTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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