# Clark Company

> Clark Company is a state-registered investment advisory firm in Annapolis, MD, registered since 1997, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 121288
- Filed as: CLARK COMPANY
- Legal name: Clark, Robert O.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Annapolis, MD
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121288
- AdvisorCensus page: https://advisorcensus.com/firm/clark-company-annapolis-md-121288

## Quick answers

**How is Clark Company compensated?**
On its Form ADV (Item 5.E, October 2026), Clark Company reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Clark Company located?**
Clark Company's principal office is in Annapolis, MD, according to its Form ADV.

**Is Clark Company registered with the SEC or a state?**
Clark Company is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 121288.

**How much does Clark Company manage?**
Clark Company reports $138,199,213 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (0% discretionary).

**What types of clients does Clark Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (126); high net worth individuals (42); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Clark Company 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/121288

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $138,199,213
- Discretionary: $0
- Non-discretionary: $138,199,213

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 126 | $95,475,894 |
| High net worth individuals | 42 | $36,634,102 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $6,089,217 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1997 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clark Company (CRD 121288): Form ADV filing data as of October 2026.