RIA Intel›Advisers›Alabama›CLARK, GARY WILLARD

CLARK, GARY WILLARD

Advisory

BIRMINGHAM, AL

Data as of Jan 16, 2026 · Source: SEC Form ADV

Average account
$93K
across 115 accounts
AUM per adviser
$5M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
37
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients37
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InAL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AL

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

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+14.7% 1Y
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TENNESSEE VALLEY INVESTMENT MANAGEMENT INC.
$11M
STERNE AGEE ASSET MANAGEMENT, INC.
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-98.5% 1Y
ABELE FINANCIAL GROUP LLC
BIRMINGHAM, AL
$10M

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