William Clayton is a control person of SageSpring Wealth Partners and directly owns under 5% of it. William Clayton holds a Bachelor of Science in Business Administration from the University of Tennessee, Knoxville.
SageSpring Wealth Partners is an investment adviser based in Franklin, TN, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $8.49 billion, as filed on 1 July 2026. Its fees, ownership and offices are on the firm’s profile.
Brad Clayton is Chief Compliance Officer of SageSpring Wealth Partners. Clayton has spent close to 15 years in the financial services industry, mostly in a compliance oversight function, and manages the day-to-day aspects of the compliance program. He is also responsible for casting a strategic vision for how compliance should evolve to meet regulatory requirements.
Professional designations
Listed by SageSpring Wealth Partners
- Investment Adviser Certified Compliance Professional (IACCP®)
- CRD
- 7750477
- Firm
- SageSpring Wealth Partners · CRD 283515
- Role
- Chief Compliance Officer
- In role since
- March 2024 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Franklin, TN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sagespring.com
Where does William Clayton work?
William Clayton has been Chief Compliance Officer of Sagespring Wealth Partners since March 2024, and is a control person of the firm.
How can I verify William Clayton’s record?
William Clayton’s role is listed on Sagespring Wealth Partners’ Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 283515.
