Clark Financial Services Group, Inc.

RIASEC Registered
Total AUM
$499M
Discretionary
$441M
89% of AUM
Avg account
$263K
Accounts
1,896
Employees
6
Advisory reps
5

Firm details

Headquarters
Chesterfield, Missouri
CRD number
110650
Registered since
September 18, 1995
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

FINTRX

Overview

Clark Financial Services Group, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 1995. The firm serves both individuals/families and institutional clients and combines portfolio management and financial planning with insurance brokerage services. Its advisory services include portfolio management for individuals, small businesses and institutions, selection of outside advisers, publication of client-facing periodicals or newsletters, and market timing services. Compensation is primarily fee-based (percentage of AUM) with the option of hourly charges for some engagements. The firm is identified as a capital allocator, meaning it places client capital with third-party managers in addition to managing public-market investments directly.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Exchange Traded Equities 16%, Cash & Cash Equivalents 13%, Other 2%, State & Local Bonds 1%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents13%
  • Other2%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 27

Active vs passive

$162M in ETFs

Passive

98%

$158M

Active

0%

$4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$24.8M35,41715.35%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth