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CLARK FINANCIAL SERVICES GROUP, INC.

Legal name: CLARK FINANCIAL SERVICES GROUP INC

CRD 110650File 801-50052
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$498.7M
Above cohort median (national)
Discretionary AUM
$441.4M
Non-discretionary $57.3M
Clients
431
1,896 accounts
Employees
6
Below cohort median in MO

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Sep 18, 1995
Principal office
14310 OLIVE BLVD, CHESTERFIELD, MO, 63017
Phone
314-469-5000

Assets & accounts

ADV Item 5F
Total regulatory AUM
$498.7M
Discretionary AUM
$441.4M
Non-discretionary AUM
$57.3M
Discretionary accounts
1,288
Non-discretionary accounts
608
Total accounts
1,896
AUM per client
$1.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other6$2.9M
Charitable organizationsFewer than 5$7.5M
High net worth individuals125$387.8M
Individuals (other than high net worth individuals)296$100.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Publications
  • Educational seminars
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for businesses
  • 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
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.