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CW

Clayton C. Williams

MARTIN & COMPANY INVESTMENT COUNSEL
Knoxville, TN 37902-1669
Some features on this profile are disabled
CRD#: 4778379
CW

Professional summary

Clayton Christopher Williams is a registered financial advisor currently at MARTIN & COMPANY INVESTMENT COUNSEL located in Knoxville, Tennessee.

Clayton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Clayton has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clayton Christopher Williams's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 29, 2022 - Present

MARTIN & COMPANY INVESTMENT COUNSEL

Office #1: Two Centre Square, Suite 200 625 South Gay St, Knoxville, TN 37902-1669
RIA
CRD#: 108718
Knoxville, TN
Past

April 1, 2004 - June 25, 2008

MARTIN & COMPANY INVESTMENT COUNSEL

RIA
CRD#: 108718
KNOXVILLE, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
M&
MARTIN & COMPANY INVESTMENT COUNSEL
MARTIN & COMPANY INVESTMENT COUNSEL | MARTIN & COMPANY, INC

CRD#: 108718 / SEC#: 801-55241

RIA
Registered Investment Advisory firm - (1/2/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Tennessee
(6/29/2022)

Exams

Current Firm

M&
MARTIN & COMPANY INVESTMENT COUNSEL
MARTIN & COMPANY INVESTMENT COUNSEL | MARTIN & COMPANY, INC

CRD#: 108718 / SEC#: 801-55241

RIA
Registered Investment Advisory firm - (1/2/1998 Approved)
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Contact information

Main Address
Two Centre Square, Suite 200 625 South Gay St, Knoxville, TN 37902-1669
Mailing Address
Phone number
(865) 541-4747
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARTIN ADV PART 2A SEPTEMBER 2025 (10/1/2025)

Regulatory assets under management

Total Number of Accounts120
AUM (Assets Under Management)$ 1,491,136,960

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MARTIN & COMPANY INVESTMENT COUNSEL

CRD#: 108718Knoxville, TN 37902-1669

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