Clayton S. Johnson

DELAP WEALTH ADVISORY

Spanish Fork, UT

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CRD#: 6665357

Professional summary

Clayton Scott Johnson, CFP® is a registered financial advisor currently at DELAP WEALTH ADVISORY, LLC located in Spanish Fork, Utah.

Clayton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Clayton has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

What is your minimum asset requirement?

500K

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 Scott Johnson'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

April 29, 2025 - Present

DELAP WEALTH ADVISORY, LLC

RIA

CRD#: 282312

Spanish Fork, UT

Past

January 28, 2020 - April 23, 2025

SQUIRE WEALTH ADVISORS

RIA

CRD#: 117750

OREM, UT

Past

June 27, 2016 - October 31, 2019

DBK FINANCIAL COUNSEL, LLC

RIA

CRD#: 170688

CUYAHOGA FALLS, OH

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".

DELAP WEALTH ADVISORY, LLC

CRD#: 282312 / SEC#: 801-118278

RIA

Registered Investment Advisory firm - (3/24/2020 Approved)

Oregon

Registered Investment Advisory firm - (3/1/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/26/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Oregon
(4/29/2025)

IAR

Texas
(4/29/2025)

IAR

Utah
(4/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/27/2016

Uniform Investment Adviser Law Examination

Current Firm

DELAP WEALTH ADVISORY, LLC

CRD#: 282312 / SEC#: 801-118278

RIA

Registered Investment Advisory firm - (3/24/2020 Approved)

Oregon

Registered Investment Advisory firm - (3/1/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/26/2020 Terminated)

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Contact information

Main Address

5885 Meadows Road Suite 200, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 697-4118

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DWA FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	619
AUM (Assets Under Management)	$ 819,926,324

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/10/2025	Cover Page	Report
02/24/2024	Cover Page	Report
01/28/2023	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

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Clayton S. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clayton Scott Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DELAP WEALTH ADVISORY, LLC

SQUIRE WEALTH ADVISORS

DBK FINANCIAL COUNSEL, LLC

Primary Firm SEC Registration

DELAP WEALTH ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/2016

Current Firm

DELAP WEALTH ADVISORY, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DELAP WEALTH ADVISORY, LLC

TRUST BUT VERIFY

Contact information

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