# Clark Financial Services Group, Inc.

> 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.

- CRD: 110650
- Filed as: CLARK FINANCIAL SERVICES GROUP, INC.
- Also doing business as: GARDIUS WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chesterfield, MO
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110650
- AdvisorCensus page: https://advisorcensus.com/firm/clark-financial-services-group-inc-chesterfield-mo-110650

## Quick answers

**How is Clark Financial Services Group, Inc. compensated?**
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.

**How much does Clark Financial Services Group, Inc. charge?**
Its Form ADV Part 2A brochure dated July 31, 2026 states: Hourly rate: $250 to $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Clark Financial Services Group, Inc. located?**
Clark Financial Services Group, Inc.'s principal office is in Chesterfield, MO, according to its Form ADV.

**Is Clark Financial Services Group, Inc. registered with the SEC or a state?**
Clark Financial Services Group, Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 110650.

**How much does Clark Financial Services Group, Inc. manage?**
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).

**How have Clark Financial Services Group, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Clark Financial Services Group, Inc. serve?**
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).

**Which custodians does Clark Financial Services Group, Inc. use?**
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.

**Does Clark Financial Services Group, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Hourly rate: $250 to $500 an hour (financial planning services)

> Clients may also elect to pay for our financial planning services by paying (a) an hourly fee at a rate of $250 to $500 an hour (depending on the experience of the CFSG team member or members providing the service), (b) a negotiated flat fee

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $498,675,139
- Discretionary: $441,354,786
- Non-discretionary: $57,320,353

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 296 | $100,563,048 |
| High net worth individuals | 125 | $387,774,701 |
| Charitable organizations | 4 | $7,478,039 |
| Corporations or other businesses not listed above | 6 | $2,859,351 |

### 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services

### Firm details
- Registered since: 1995 (31 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, LA, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clarkfin.com
- clarkfin2.com
- gardius.com
- LinkedIn @KEVIN-CLARK-CFP®-2828843
- LinkedIn @T-NATHAN-HARVELL-AB215429
- LinkedIn @amanda-roberds-9a721a45

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $291,295,929 | 5 | March 30, 2021 |
| October 2022 | $355,846,241 | 5 | March 31, 2022 |
| October 2023 | $317,738,269 | 5 | March 29, 2023 |
| October 2024 | $386,456,759 | 5 | March 28, 2024 |
| October 2025 | $456,056,104 | 5 | March 31, 2025 |
| October 2026 | $498,675,139 | 6 | July 31, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clark Financial Services Group, Inc. (CRD 110650): Form ADV filing data as of October 2026.