CHESTERFIELD, MOCRD 110650Latest ADV March 31, 2026
Clark Financial Services Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chesterfield, MO. Its latest Form ADV filing, dated March 31, 2026, reports $499M in regulatory assets under management, 6 employees, and 1,896 accounts.
Top client segmentIndividuals represent 68.7% of total clients.
Top client categories% of clientsClients
1
Individuals
68.7%
296
2
HNWI
29.0%
125
3
Corporations
1.4%
6
4
Charitable
0.9%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$499Mas of March 31, 2026
Discretionary88.5%
$441M
89% of total RAUM88.5%
Non-discretionary11.5%
$57M
11% of total RAUM11.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$499M
Total Accounts1,896
10Y AUM Change+$316M (+173.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee72:1
10Y Employee Change-1 (-14.3%)
* 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.