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CLARK & STUART INC
CRD 107991File 801-113250
APPROVED
Retail clients
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$195.6M
Below cohort median (national)
Discretionary AUM
$195.6M
Clients
180
180 accounts
Employees
4
Below cohort median in ME
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 14, 2018
- Principal office
- 1945 CONGRESS STREET BUILDING A, PORTLAND, ME, 04102
- Phone
- 207-775-1140
- Website
- HTTPS://CLARKANDSTUART.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $195.6M
- Discretionary AUM
- $195.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 180
- Non-discretionary accounts
- 0
- Total accounts
- 180
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $5.9M |
| High net worth individuals | 178 | $189.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.