RIA Intel›Advisers›Maryland›CLARK, ROBERT O.

CLARK, ROBERT O.

Advisory

ANNAPOLIS, MD

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in MD

#324

of 468 advisers by AUM

Average account

$456K

across 303 accounts

AUM per adviser

$138M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$138M

Discretionary %

0%

Clients

169

Employees

1

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$138M

Discretionary AUM$0

Non-Discretionary AUM$138M

Discretionary %0%

Total Clients169

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMD, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

169 clients

42 high-net-worth

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

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

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