RIA Intel›Advisers›Texas›CLARK FINANCIAL LLC

CLARK FINANCIAL LLC

Advisory

TX

Data as of Jan 4, 2025 · Source: SEC Form ADV

Rank in TX

#2,755

of 2,813 advisers by AUM

Average account

$33K

across 7 accounts

AUM per adviser

$230K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 4, 2025.

Total AUM

$230K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$230K

Discretionary AUM$230K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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$245K

GAMBOA CAPITAL MANAGEMENT INC.

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$245K

TMFS-HOUSTON I, LLC

$250K

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