Grant Clay
New Millennium Asset Management · Lexington, Kentucky
Grant Clay is a fee-only financial advisor at New Millennium Asset Management in Lexington, Kentucky. New Millennium Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | New Millennium Asset Management |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33.2M across 76 accounts |
| SEC registration | Investment adviser representative in FL, KY · CRD 7914190 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.nmamgroup.org |
| Profile |
How Grant's firm compares
- New Millennium Asset Management's average account is about $437,000, from its Form ADV (assets managed divided by 76 accounts).
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Questions about Grant
Is Grant Clay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grant holds no broker registration, and New Millennium Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grant charge for financial advice?
Grant's firm, New Millennium Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Grant Clay based?
Grant Clay is based in Lexington, Kentucky.
Is Grant Clay registered with the SEC?
Yes. Grant Clay is registered as an investment adviser representative in FL and KY (CRD 7914190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does New Millennium Asset Management manage?
New Millennium Asset Management reports $33.2M across 76 accounts in assets under management.
How do I contact Grant Clay?
Through Grant's website, www.nmamgroup.org.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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