{ "crd_number": 110650, "slug": "clark-financial-services-group-inc-chesterfield-mo-110650", "primary_business_name": "CLARK FINANCIAL SERVICES GROUP, INC.", "legal_name": "CLARK FINANCIAL SERVICES GROUP INC", "dbas": [ "GARDIUS WEALTH ADVISORS" ], "city": "Chesterfield", "state": "MO", "country": "United States", "cbsa_code": "41180", "metro": { "cbsa_code": "41180", "common_name": "St. Louis", "msa_name": "St. Louis, MO-IL", "path": "/advisors/mo/st-louis" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1995-09-18", "years_registered": 31, "period": "2026-10-01", "filing_date": "2026-07-31", "carried_forward": false, "raum_total": 498675139.0, "raum_discretionary": 441354786.0, "raum_non_discretionary": 57320353.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 6, "advisory_employees": 5, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 7478039.0, "count": 4, "fewer_than_5": true }, "individuals": { "raum": 100563048.0, "count": 296 }, "high_net_worth_individuals": { "raum": 387774701.0, "count": 125 }, "corporations_other_businesses": { "raum": 2859351.0, "count": 6 } }, "compensation_types": [ "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "market_timing", "periodicals_newsletters", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "CO", "FL", "IL", "LA", "MO", "TX" ], "websites": [ "https://clarkfin.com", "https://clarkfin2.com", "https://gardius.com", "https://linkedin.com/IN/KEVIN-CLARK-CFP%C2%AE-2828843", "https://linkedin.com/IN/T-NATHAN-HARVELL-AB215429", "https://linkedin.com/in/amanda-roberds-9a721a45" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110650", "city_as_filed": "CHESTERFIELD", "url": "https://advisorcensus.com/firm/clark-financial-services-group-inc-chesterfield-mo-110650", "display_name": "Clark Financial Services Group, Inc.", "summary": "Clark Financial Services Group, Inc. is an SEC-registered investment advisory firm in Chesterfield, MO, registered since 1995, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.", "citation": "AdvisorCensus. Clark Financial Services Group, Inc. (CRD 110650): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)", "Publication of periodicals or newsletters", "Market timing services" ], "quick_answers": [ { "q": "How is Clark Financial Services Group, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Clark Financial Services Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges." }, { "q": "Where is Clark Financial Services Group, Inc. located?", "a": "Clark Financial Services Group, Inc.'s principal office is in Chesterfield, MO, according to its Form ADV." }, { "q": "Is Clark Financial Services Group, Inc. registered with the SEC or a state?", "a": "Clark Financial Services Group, Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 110650." }, { "q": "How much does Clark Financial Services Group, Inc. manage?", "a": "Clark Financial Services Group, Inc. reports $498,675,139 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (89% discretionary)." }, { "q": "How have Clark Financial Services Group, Inc.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Clark Financial Services Group, Inc.: Regulatory assets under management: $291,295,929 in the October 2021 data and $498,675,139 in the October 2026 data, up 71%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Clark Financial Services Group, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (296); high net worth individuals (125); corporations or other businesses not listed above (6)." }, { "q": "Which custodians does Clark Financial Services Group, Inc. use?", "a": "Clark Financial Services Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Clark Financial Services Group, Inc. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110650" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 291295929.0, "total_employees": 5, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 355846241.0, "total_employees": 5, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 317738269.0, "total_employees": 5, "filing_date": "2023-03-29" }, { "period": "2024-10-01", "regulatory_assets_under_management": 386456759.0, "total_employees": 5, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 456056104.0, "total_employees": 5, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 498675139.0, "total_employees": 6, "filing_date": "2026-07-31" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/clark-financial-services-group-inc-chesterfield-mo-110650.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 296, "fewer_than_5": false, "raum": 100563048.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 125, "fewer_than_5": false, "raum": 387774701.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 4, "fewer_than_5": true, "raum": 7478039.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 6, "fewer_than_5": false, "raum": 2859351.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110650", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }