Paul Clay
Copper Canyon · Orlando, Florida
Paul Clay is a fee-only financial advisor at Copper Canyon in Orlando, Florida. Copper Canyon reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Copper Canyon |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.1M across 35 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7145606 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bing.com/maps?ss=ypid.yn873x5857372247687006641&mkt=en-us |
How Paul's firm compares
- Copper Canyon's average account is about $174,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Paul
Is Paul Clay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Copper Canyon reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Copper Canyon, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Clay based?
Paul Clay is based in Orlando, Florida.
Is Paul Clay registered with the SEC?
Yes. Paul Clay is registered as an investment adviser representative in FL (CRD 7145606), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Copper Canyon manage?
Copper Canyon reports $6.1M across 35 accounts in assets under management.
How do I contact Paul Clay?
Through Paul's website, www.bing.com/maps?ss=ypid.yn873x5857372247687006641&mkt=en-us.
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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