A
$195.6M Total AUM
$179.1M Disc. AUM
-- 3Y CAGR
2 Employees
339 ADV. Clients
13 yrs Firm Age
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- Custodian
- Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-30-2013
- Office Locations
- 1
Office Locations
205 N. Williamsburg Drive Suite E Bloomington IL
About ARK Advisors LLC
ARK Advisors LLC is a Bloomington-based RIA. The firm has been operating for 13 years. Managing $195.6M in total assets under management, with 2 advisory representatives. They custody assets with Wells Fargo. Services offered include 529 Plans, Estate Planning, Financial Planning.
Team overview
54 AVG AGE
$97.8M AVG AUM / ADVISOR
$577.1K AVG AUM / CLIENT
8.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Alpha Timber quantum Glacier Ridge Value pioneer Crest matrix
Client Personas
Frontier oak
Investment Themes
Summit Harbor crest Vital
Investment Vehicles
Capital Matrix meridian
Services
Vital Summit Fusion Vital Timber Wave fusion Atlas
Owner & Executives
B
BRAD RICHARD METZ
Financial Advisor, Managing Member
- CRD
- #3037176
- Ownership
- 50% but less than 75%
(539) 558-3101
pioneer.timber@quantumcapital.com
in linkedin.com/in/pathway-capital
P
PATRICK ANDREW VANCE
Advisor, Managing Member - Cco
- CRD
- #5427426
- Ownership
- 50% but less than 75%
(488) 823-8040
fusion.ember@signalcapital.com
in linkedin.com/in/matrix-pathway
Showing 2 of 2 owners & executives
Unlock allContacts
H
Henry Andrew Vance
--
- CRD
- #8278623
(618) 482-2568
catalyst.harbor@optimacapital.com
in linkedin.com/in/glacier-bridge
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,142,310 | $171,264 |
| Non-Discretionary | $16,497,500 | $1,269,038 |
| Total | $195,639,810 | $184,740 |
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Separately Managed Accounts
Total SMA Asset: $195,639,810
Public Funds:
59.5% Cash:
16.9% Equity - Exchange:
23.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,487,835,053 | 59.5% |
| Cash | $706,628,780 | 16.9% |
| Equity - Exchange | $986,771,550 | 23.6% |
| Total | $4,181,235,383 | 100.0% |