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The fee is billed in advance and is negotiable.","source":"CLAY NORTHAM WEALTH MANAGEMENT ADV 2A & 2B, filed 15 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Clay Northam Wealth Management use?","answer":"Clay Northam Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $335M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Clay Northam Wealth Management have?","answer":"Clay Northam Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Clay Northam Wealth Management invest in?","answer":"At the end of its last fiscal year, Clay Northam Wealth Management’s separately managed accounts held 53% exchange-traded equities, 23% registered funds (mutual funds, ETFs, BDCs), 17% cash and equivalents, 3% non-exchange-traded equities, 2% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Clay Northam Wealth Management?","answer":"Clay Northam Wealth Management is owned through holding companies by Darren Northam and Brian Clay. Its direct owners are Brian Clay CFP, Inc. 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