# Wilson, Clark Allen

> Wilson, Clark Allen is a state-registered investment advisory firm, registered since 2002, with no regulatory assets under management reported in its Form ADV filing dated May 29, 2026.

- CRD: 121925
- Filed as: WILSON, CLARK ALLEN
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121925
- AdvisorCensus page: https://advisorcensus.com/firm/wilson-clark-allen-121925

## Quick answers

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

**Is Wilson, Clark Allen registered with the SEC or a state?**
Wilson, Clark Allen is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 121925.

**Does Wilson, Clark Allen 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/121925

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clarkewilson.net
- oldmortgageguy.com
- reinsuranceunicorn.com
- resolutecorporation.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilson, Clark Allen (CRD 121925): Form ADV filing data as of October 2026.