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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 Oct 1, 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
- Website
- HTTP://WWW.CLARKFIN.COM
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 type | Clients | AUM |
|---|---|---|
| Other | 6 | $2.9M |
| Charitable organizations | Fewer than 5 | $7.5M |
| High net worth individuals | 125 | $387.8M |
| Individuals (other than high net worth individuals) | 296 | $100.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 414 | 431 | increased by17 |
| Apr 1, 2026 | AUM | $456,056,104 | $498,675,139 | increased by$42,619,035 |
| Apr 1, 2026 | Accounts | 1,873 | 1,896 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 391 | 414 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $355,846,241 | $456,056,104 | increased by$100,209,863 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,694 | 1,873 | increased by179 |
| Apr 1, 2022 | Clients | 355 | 391 | increased by36 |
| Apr 1, 2022 | AUM | $291,295,929 | $355,846,241 | increased by$64,550,312 |
| Apr 1, 2022 | Accounts | 1,533 | 1,694 | increased by161 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLARK FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLARK FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.