← Directory
ARK ADVISORS LLC
CRD 167456File 801-131956
APPROVED
Retail clients
Filing as of Jan 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$195.6M
Below cohort median (national)
Discretionary AUM
$179.1M
Non-discretionary $16.5M
Clients
339
1,059 accounts
Employees
2
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 10, 2025
- Principal office
- 205 N. WILLIAMSBURG DRIVE, SUITE E, BLOOMINGTON, IL, 61704
- Phone
- (309) 661-2000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $195.6M
- Discretionary AUM
- $179.1M
- Non-discretionary AUM
- $16.5M
- Discretionary accounts
- 1,046
- Non-discretionary accounts
- 13
- Total accounts
- 1,059
- AUM per client
- $577K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $4.6M |
| High net worth individuals | 120 | $127.1M |
| Pension and profit sharing plans | 13 | $16.5M |
| Individuals (other than high net worth individuals) | 205 | $47.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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.