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RIA · CRD 151339State-Registered Investment Adviser

Updated:

Clark Financial

CLARK FINANCIAL LLC is a state-registered investment adviser with $230,000 in regulatory assets under management. The firm has 1 employee and 1 investment...

Overview

CLARK FINANCIAL LLC is a state-registered investment adviser with $230,000 in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Frequently asked questions

Who runs investment decisions at Clark Financial?

Clark Financial does not publicly name its principals or investment committee. The firm has no known online presence or regulatory disclosures identifying key decision-makers, a common trait among single-family offices that manage wealth for a single family and do not accept outside capital.

Does Clark Financial participate in fund commitments or only direct deals?

There is no public record of Clark Financial's allocation mix. Many similarly opaque family offices split capital between direct operating-company investments, real estate, and commitments to private equity and hedge fund managers, but Clark Financial has not commented on its approach.

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