Zachary P. Kratofil

CLAYTON FINANCIAL GROUP

St. Louis, MO 63105

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CRD#: 6741561

Professional summary

Zachary Patrick Kratofil, CFP® is a registered financial advisor currently at CLAYTON FINANCIAL GROUP, LLC located in St. Louis, Missouri.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Zachary has worked at 2 firms .

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 Zachary Patrick Kratofil'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: 2016

Experience

Current

September 5, 2019 - Present

CLAYTON FINANCIAL GROUP, LLC

Office #1: 165 North Meramec Suite 130, St. Louis, MO 63105

RIA

CRD#: 226729

St. Louis, MO

Past

January 3, 2017 - August 19, 2019

MONETA GROUP INVESTMENT ADVISORS, LLC

RIA

CRD#: 104727

CLAYTON, MO

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".

CLAYTON FINANCIAL GROUP, LLC

CRD#: 226729 / SEC#: 801-97344

RIA

Registered Investment Advisory firm - (6/2/2015 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

Missouri
(9/5/2019)

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

Current Firm

CLAYTON FINANCIAL GROUP, LLC

CRD#: 226729 / SEC#: 801-97344

RIA

Registered Investment Advisory firm - (6/2/2015 Approved)

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Contact information

Main Address

165 North Meramec Suite 130, St. Louis, MO 63105

Mailing Address

165 North Meramec, Suite 130, St. Louis, MO 63105

Phone number

(314) 446-3250

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (8/13/2025)

Regulatory assets under management

Total Number of Accounts	3,544
AUM (Assets Under Management)	$ 1,736,034,368

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/27/2023	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.

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Zachary P. Kratofil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Patrick Kratofil's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLAYTON FINANCIAL GROUP, LLC

MONETA GROUP INVESTMENT ADVISORS, LLC

Primary Firm SEC Registration

CLAYTON FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Current Firm

CLAYTON FINANCIAL GROUP, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLAYTON FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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