# Clark Financial LLC

> Clark Financial LLC is a state-registered investment advisory firm, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 4, 2025.

- CRD: 151339
- Filed as: CLARK FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: January 4, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151339
- AdvisorCensus page: https://advisorcensus.com/firm/clark-financial-llc-151339

## Quick answers

**How is Clark Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clark Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**Is Clark Financial LLC registered with the SEC or a state?**
Clark Financial LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 151339.

**How much does Clark Financial LLC manage?**
Clark Financial LLC reports $230,000 in regulatory assets under management in its Form ADV filing dated January 4, 2025 (100% discretionary).

**What types of clients does Clark Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5); high net worth individuals (2).

**Does Clark Financial 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/151339

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $230,000
- Discretionary: $230,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $100,000 |
| High net worth individuals | 2 | $130,000 |

### 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: 2009 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clark-financial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clark Financial LLC (CRD 151339): Form ADV filing data as of October 2026.