RIA · CRD 110650SEC-Registered

Updated:

Clark Financial Services Group

CLARK FINANCIAL SERVICES GROUP, INC. is an SEC-registered investment adviser in CHESTERFIELD, MO, since 1995. The firm manages $499 million in assets, $441...

Clark Financial Services Group

CLARK FINANCIAL SERVICES GROUP, INC. is an SEC-registered investment adviser in CHESTERFIELD, MO, since 1995. The firm manages $499 million in assets, $441 million on a discretionary basis. It has 6 employees and 5 investment advisers.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Clark Financial Services Group?

The names of the principals or investment committee members at Clark Financial Services Group are not publicly available. The firm's filings with regulators do not clearly disclose individual decision-makers. This lack of transparency is unusual for a firm managing client assets.

How does Clark Financial Services Group source investment opportunities?

No information is available on how Clark Financial Services Group sources deals or investment opportunities. The firm may rely on traditional financial planning and advisory services, but this is speculative. No proprietary sourcing or relationships are documented in public sources.

Is Clark Financial Services Group a single family office or a multi-client RIA?

Based on its name and registration, Clark Financial Services Group appears to be a multi-client registered investment advisor, not a single-family office. However, the firm does not publicly clarify its client base or ownership structure. The registration suggests it serves multiple unrelated clients.

Does Clark Financial Services Group participate in fund commitments or direct deals?

There is no public evidence that Clark Financial Services Group engages in fund commitments, direct investments, or private equity deals. The firm likely focuses on traditional wealth management and financial planning. Without disclosure, its investment approach remains unclear.

What investment stages or asset classes does Clark Financial Services Group target?

No specific asset class or investment stage is publicly associated with Clark Financial Services Group. The firm's website or marketing materials do not list target sectors or strategies. It may offer standard RIA services like asset allocation, retirement planning, or estate planning, but this is unconfirmed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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