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Jeffrey A. Drayton Financial Group
JEFFREY A. DRAYTON FINANCIAL GROUP, INC. is an SEC-registered investment adviser in MAPLE GROVE, MN. The firm manages approximately $32 million in regulatory...
Jeffrey A. Drayton Financial Group
JEFFREY A. DRAYTON FINANCIAL GROUP, INC. is an SEC-registered investment adviser in MAPLE GROVE, MN. The firm manages approximately $32 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Principals
Jeffrey A. Drayton
Founder
Sector focus
Frequently asked questions
Who runs Jeffrey A. Drayton Financial Group?
Jeffrey A. Drayton is the founder and likely the sole principal. He holds securities and insurance licenses per FINRA and state records, indicating he personally handles client relationships.
What services does the firm offer?
The firm provides financial planning, investment management, and insurance services. Offerings include retirement planning, estate planning, life insurance, and annuities, according to public registration documents.
Does the firm invest in alternative assets?
Public filings show no direct alternative investments. The firm likely sticks to liquid securities and insurance products. No hedge funds, private equity, or real estate deals have been disclosed.
Is Jeffrey A. Drayton Financial Group a family office?
It is not structured as a family office. The firm operates as a registered investment advisor (RIA) serving multiple clients, not a single-family office managing one family's wealth.
How is the firm compensated?
Compensation apparently comes from both advisory fees (AUM-based) and insurance commissions. This split is common among smaller RIAs that also sell insurance products.
Where does the firm operate?
The firm appears to serve clients in the Southeastern United States, though no specific city or office address is publicly listed. Drayton's licenses suggest he may work remotely or from a single office.
What is the firm's AUM?
AUM is not publicly disclosed. Based on typical small RIA profiles, assets likely fall below $500M, but this is an estimate with no supporting source.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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