Advisor at State Farm Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
State Farm Investment Management
Location
Lawrenceville, GA 30046
Credentials
Series 63, Series 65
Industry experience
4 years
Clayton Whitlock is a financial advisor with State Farm Investment Management, holding Series 63 and Series 65 credentials and four years of industry experience. He is also the owner and agent of Clayton Whitlock Insurance Agency. State Farm Investment Management Corp. provides discretionary investment management through centrally designed model portfolios and serves as adviser and portfolio manager for the State Farm Funds. The firm offers a retail wrap-fee program for individual and retirement accounts, utilizing a mix of low-cost ETFs and actively managed mutual funds, with automated rebalancing and tax-loss harvesting.
Based on State Farm Investment Management
$15,000 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $9,999,999: 0.50%
Account minimum: $15,000 Minimum fee: Minimum quarterly Advisory Fee of $45 for accounts below $15,000; $18.75 minimum for accounts qualifying for lowest advisory fee
558 Old Norcross Road, Suite 203
Lawrenceville, GA 30046
Georgia
Clayton Whitlock Insurance Agency
2026 - Present (1 year)
State Farm VP Management Corp
2026 - Present (1 year)
State Farm Investment Management Corp
2026 - Present (1 year)
State Farm Investment Management Corp
2023 - Present (3 years)
State Farm VP Management Corp.
2021 - Present (5 years)
Clayton Whitlock Insurance Agency
2020 - Present (6 years)
State Farm Insurance
2020 - 2020 (1 year)
Matt Mehan Inc.
2017 - 2020 (3 years)
Thyssenkrupp Engineered Plastics
2015 - 2017 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Deasil Wealth Management LLC
My name is Randall Avery, CFP®, CFA. Allow me to be your guide to financial freedom! With over 15 years of experience helping people with money, I understand the unique needs of pre-retirees, self-employed individuals, and small business owners like you. I specialize in helping clients: • Plan for retirement that perfectly fits their lifestyle • Strategically invest to minimize your tax burdens to provide more retirement income • Elevate your personal wealth while maintaining the growth of your business • Ensure a smooth transition as you move to the next phase of your life I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams. You're not just getting a financial expert; you're getting a compassionate partner who genuinely cares about your success. Ready to take control of your financial future? Let Randall Avery, CFP®, CFA, be your trusted companion on the path to prosperity. Read Randall's blog here: https://deasilwm.com/blog/
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