# Clark Brown, LLC

> Clark Brown, LLC is a state-registered investment advisory firm in Athens, GA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 323011
- Filed as: CLARK BROWN, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Athens, GA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323011
- AdvisorCensus page: https://advisorcensus.com/firm/clark-brown-llc-athens-ga-323011

## Quick answers

**How is Clark Brown, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clark Brown, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Clark Brown, LLC located?**
Clark Brown, LLC's principal office is in Athens, GA, according to its Form ADV.

**Is Clark Brown, LLC registered with the SEC or a state?**
Clark Brown, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323011.

**How much does Clark Brown, LLC manage?**
Clark Brown, LLC reports $27,693,277 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (95% discretionary).

**What types of clients does Clark Brown, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (12); charitable organizations (1).

**Does Clark Brown, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323011

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $27,693,277
- Discretionary: $26,335,123
- Non-discretionary: $1,358,154

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $7,426,353 |
| High net worth individuals | 12 | $20,159,643 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $107,281 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hellowealth.co

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clark Brown, LLC (CRD 323011): Form ADV filing data as of October 2026.