# ALVIN CLAY FINANCIAL ADVISORS, LLC

ALVIN CLAY FINANCIAL ADVISORS, LLC of JENKINTOWN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 226655
- Type: SEC-registered investment adviser
- SEC file number: 801-132864
- Location: 309 YORK ROAD, SUITE 215, JENKINTOWN, PA, 19046
- Phone: 267-626-2382
- Latest filing: 2026-05-13
- Regulatory AUM: $186.6M
- Discretionary AUM: $186.6M
- Clients: 5
- Accounts: 446

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Mark Fishman | MEMBER | Oakland, CA |
| Alvin Abraham Clay | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Raymond Keith Walheim | SOLE MEMBER | — |
| Peter Leone | MEMBER | — |
| Kenneth P Balin | MEMBER | — |
| Kenneth P. Balin | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/226655/brochure
- Similar advisers: https://search.stillhousedata.com/firm/226655/similar
- Related entities: https://search.stillhousedata.com/firm/226655/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/226655

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.