Clark Financial Services Group, Inc.
Firm details
- Headquarters
- Chesterfield, Missouri
- CRD number
- 110650
- Registered since
- September 18, 1995
- Website
- gardius.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI77.76%
- Individuals20.17%
- Charitable Organizations1.5%
- Corporations / Businesses0.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsMarket Timing Services
Firm profile
FINTRXOverview
Clark Financial Services Group, Inc. is an independent, SEC‑registered investment adviser and insurance brokerage that has operated since 1995. The firm is owner‑managed and positions itself as a capital allocator for both individual and institutional clients. Its advisory services span financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, selection of outside managers, and publication of client‑facing periodic content. Fee arrangements include asset‑based fees and hourly billing. Clark does not identify as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities16%
- Cash & Cash Equivalents13%
- Other2%
- State & Local Bonds1%
Contacts
3 of 5
Christopher Schulenburg
PresidentCRD 2358528
Matthew Herron
Vice President of ComplianceCRD 2489824
Amanda Roberds
Client Relationship AssociateCRD 6484159
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$161M in ETFs
97%
$157M
0%
$4.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $23.9M | 34,766 | 14.86% |
Location
Chesterfield, MO
Saint Louis
Location
Chesterfield, MO
Headquartered in Chesterfield, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 14310 Olive Blvd
- Time zone
- CT (UTC-6)
- Office locations
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