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Clayton Pierce Owen

THE Burney Co.

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About Clayton Pierce Owen

Clayton Pierce Owen is an Investment Advisor Representative at THE Burney Co., a firm with over $1 billion in assets under management. Clayton is a Series 65 licensed advisor who has been in the industry since March 2024. Clayton has a strong background in the financial services industry, with experience at companies such as AT&T, SAP Insider, ABI Research, and Gartner. Clayton's expertise lies in providing financial planning, portfolio management for individuals and investment companies, and tax preparation services. Clayton specializes in helping individuals and families achieve their financial goals.

Firm Information

Clayton Owen is currently registered with THE Burney Co.. THE Burney Co. is an investment advisory firm with approximately $1 billion - $10 billion in assets under management. The firm, which is headquartered in RESTON, VA, has 40 investment advisory functions and 27 investment adviser representatives. They provide investment advice to individuals, corporations, investment companies, pension and profit sharing plans, and charitable organizations.
THE Burney Co.

1800 ALEXANDER BELL DRIVE

RESTON, VA 20191

$2.68B

Assets Under Management

Not reported

Total Clients

31

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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tax preparation services

Tax preparation 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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Clayton Owen’s Registration & Firm History

GA

04/05/2024 - Present

THE Burney Co. (Athens GA)

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Licenses & Designations

IA

Issued 01/26/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clayton Pierce Owen.
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