Clark & Stuart Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, ME. Its latest Form ADV filing, dated March 16, 2026, reports $196M in regulatory assets under management, 4 employees, 1 office, and 180 accounts.
Assets Under Management
$196M
Employees
4
Offices
1 office
Total Clients
180
Primary office
PORTLAND, ME
1945 CONGRESS STREET BUILDING A, PORTLAND, ME, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.9% of total clients.
Top client categories% of clientsClients
1
HNWI
98.9%
178
2
Charitable
1.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$196Mas of March 16, 2026
Discretionary100.0%
$196M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$196M
Total Accounts180
10Y AUM Change+$78M (+66.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee45:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.