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Clayton Hostetter

Clayton Hostetter

RHAME & GORRELL WEALTH MANAGEMENT
The Woodlands, TX 77380
Some features on this profile are disabled
CRD#: 7503658
Clayton Hostetter

Professional summary

Clayton Hostetter, CFP® is a registered financial advisor currently at RHAME & GORRELL WEALTH MANAGEMENT located in The Woodlands, Texas.

Clayton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Clayton has worked at 1 firm and has passed the Series 65 exam.

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 Hostetter'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: 2022

Experience

Current

March 2, 2022 - Present

RHAME & GORRELL WEALTH MANAGEMENT

Office #1: 1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380
RIA
CRD#: 283027
The Woodlands, TX

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".
R&
RHAME & GORRELL WEALTH MANAGEMENT
ODILIA ADVISORS, LLC | RHAME & GORRELL WEALTH MANAGEMENT, LLC | RHAME & GORRELL WEALTH MANAGEMENT

CRD#: 283027 / SEC#: 801-107332

RIA
Registered Investment Advisory firm - (3/1/2016 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
Texas
(3/2/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/1/2022
Uniform Investment Adviser Law Examination

Current Firm

R&
RHAME & GORRELL WEALTH MANAGEMENT
ODILIA ADVISORS, LLC | RHAME & GORRELL WEALTH MANAGEMENT, LLC | RHAME & GORRELL WEALTH MANAGEMENT

CRD#: 283027 / SEC#: 801-107332

RIA
Registered Investment Advisory firm - (3/1/2016 Approved)
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Contact information

Main Address
1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380
Mailing Address
Phone number
(832) 789-1100
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (9 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

DISCLOSURE BROCHURE FOR RHAME & GORRELL WEALTH MANAGEMENT, LLC (10/8/2025)

Regulatory assets under management

Total Number of Accounts2,281
AUM (Assets Under Management)$ 1,001,369,575

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

RHAME & GORRELL WEALTH MANAGEMENT

CRD#: 283027The Woodlands, TX 77380

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