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Clayton Shawn Gibson

Liquid Strategies, LLC

Atlanta, GA

CRD 2629166

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Employer firm

Liquid Strategies, LLC CRD 170107

$1.45B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • SUB ADVISOR FOR OTHER INVESTMENT ADVISORA

From the firm’s Form ADV. Read the guides:

Current Employers
Liquid Strategies, Llc

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-14
GA RA APPROVED 2017-03-02
  • TX RA
    APPROVED_RES
    Since 2025-01-14
  • GA RA
    APPROVED
    Since 2017-03-02

Branch Locations

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Liquid Strategies, Llc Atlanta GA 10/2013 Present
Previous Registrations
  • 2014-10-28 → 2016-12-31
    Atlanta, GA
  • 2011-12-06 → 2013-10-14
    Persimmon Capital Management Lp
    Blue Bell, PA
  • 2009-09-30 → 2011-11-04
    Gibson Volatility Management, Llc
    Henrico, VA
  • 2008-08-11 → 2009-09-29
    Park Ridge Asset Management
    Glen Allen, VA
  • 2006-08-17 → 2008-07-09
    Bb&T Asset Management, Inc.
    Richmond, VA
  • 2004-01-03 → 2006-05-10
    Scott & Stringfellow, Llc
    Richmond, VA
Other Businesses

The Harvester Fund, LP, Investment related; Address: 2506 Grove Avenue, Richmond, VA 23220; Nature of Other Business: Private Fund; Position: General Partner and Portfolio Manager of Investment Manager; Title: General Partner; Start Date: 3/1/2026; Hour/month devoted to this business: 4; Duties: Manage the fund's investment strategy.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-22
S63 Uniform Securities Agent State Law Examination 2000-08-07
S65 Uniform Investment Adviser Law Examination 1996-05-20
  • S66 Uniform Combined State Law Examination
    2003-12-22
  • S63 Uniform Securities Agent State Law Examination
    2000-08-07
  • S65 Uniform Investment Adviser Law Examination
    1996-05-20
Other Names
  • Shawn Gibson

View on SEC IAPD

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