Clark Financial Services Group, Inc.

RIASEC RegisteredEst. 1995

Total AUM

$499M

Discretionary

$441M

89% of AUM

Avg account

$263K

Accounts

1,896

Employees

Advisory reps

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

FINTRX

Overview

Clark Financial Services Group, Inc. is an owner-operated, independent registered investment adviser that has been SEC-registered since 1995. The firm is organized as a corporation and identifies itself as a capital allocator, working with both individual and family clients as well as institutional entities. It combines advisory services—financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers—with insurance brokerage capabilities and periodic client publications. The adviser charges typical asset-based fees alongside hourly billing for select services. Its advisory footprint includes portfolio management, market-timing services and the publication of newsletters or periodicals. Clark Financial Services Group, Inc. does not position itself as an active ESG investor.