RIA Intel›Advisers›Missouri›CLARK FINANCIAL SERVICES GROUP INC

CLARK FINANCIAL SERVICES GROUP INC

Advisory

N·CHESTERFIELD, MO

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM

$499M

1-Year AUM Growth

+21.6%

3-Year CAGR

+9.9%

Employees

5

Assets Under Management

Total AUM$499M

Discretionary AUM$441M

Non-Discretionary AUM$57M

Discretionary %88.5%

Total Clients414

Team

Total Employees5

Investment Advisers6

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record38

First FilingFeb 22, 2001

Latest FilingJul 31, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CLARK FINANCIAL SERVICES GROUP INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.