Clayton Curley
Ridgeback Financial · Clear Lake Shores, Texas
Clayton Curley is a fee-only financial advisor at Ridgeback Financial in Clear Lake Shores, Texas. Ridgeback Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Ridgeback Financial |
|---|---|
| Based in | Clear Lake Shores, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $29M across 137 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 6849122 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ridgebackfinancial.com |
| Profile |
How Clayton's firm compares
- Ridgeback Financial's average account is about $212,000, from its Form ADV (assets managed divided by 137 accounts).
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Questions about Clayton
Is Clayton Curley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clayton holds no broker registration, and Ridgeback Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clayton charge for financial advice?
Clayton's firm, Ridgeback Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Clayton Curley based?
Clayton Curley is based in Clear Lake Shores, Texas.
Is Clayton Curley registered with the SEC?
Yes. Clayton Curley is registered as an investment adviser representative in LA and TX (CRD 6849122), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ridgeback Financial manage?
Ridgeback Financial reports $29M across 137 accounts in assets under management.
How do I contact Clayton Curley?
Through Clayton's website, ridgebackfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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