CRD: 110650
Clark Financial Services Group, Inc.
$498.7M Total AUM
$441.4M Disc. AUM
16.2% 3Y CAGR
6 Employees
432 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-18-1995
- Office Locations
- 1
Office Locations
14310 Olive Blvd Chesterfield MO
About Clark Financial Services Group, Inc.
Clark Financial Services Group, Inc. is a Chesterfield, MO-based registered investment adviser serving retail and institutional clients. The firm provides portfolio management alongside financial planning, retirement plan, estate, tax, and insurance planning, using mutual funds, ETFs, fixed income and annuity solutions. Custody is with Charles Schwab.
Team overview
49 AVG AGE
$99.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
9.5 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
30yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KEVIN ALLEN CLARK
Investment Advisor, President
- CRD
- #3259281
- Ownership
- 50% but less than 75%
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Available
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CHRISTOPHER WILLIAM SCHULENBURG
Chairman, Investment Advisor
- CRD
- #2358528
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
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J
John Conrad Clark
--
- CRD
- #8285940
Available
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A
Amanda Lee Roberds
Vice President
- CRD
- #6484159
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $441,354,786 | $342,667 |
| Non-Discretionary | $57,320,353 | $94,277 |
| Total | $498,675,139 | $263,014 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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