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Clayton Jeffrey Caupp

TFO Family Office Partners

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About Clayton Jeffrey Caupp

Clayton Jeffrey Caupp is a financial advisor at TFO Family Office Partners in Phoenix, Arizona. Clayton has been a registered investment advisor since February 2022. Clayton has a Series 65 license. Clayton's prior experience includes roles at Templeton Financial Services, International Baptist College & Seminary, Tandem Wealth Advisors LLC and TFO Family Office Partners formerly TFO Phoenix, Inc.. Clayton specializes in family office services, financial consulting services and financial planning.

Firm Information

Clayton Caupp is currently registered with TFO Family Office Partners. TFO Family Office Partners is a Phoenix, AZ-based registered investment advisor with over $3.8 billion in regulatory assets under management. They provide a range of services to high-net-worth individuals, charitable organizations, and other clients, including financial planning, pension consulting, portfolio management, selection of other advisors, and educational seminars. They also offer family office services and financial consulting.
TFO Family Office Partners

5060 NORTH 40TH STREET

PHOENIX, AZ 85018

$3.82B

Assets Under Management

7

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services & financial consulting services

Family office services & financial consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of net worth

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Clayton Caupp’s Registration & Firm History

AZ

02/23/2022 - Present

TFO Family Office Partners (PHOENIX AZ)

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Licenses & Designations

IA

Issued 07/27/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clayton Jeffrey Caupp.
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