$195.6M Total AUM
$195.6M Disc. AUM
4.9% 3Y CAGR
4 Employees
360 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-15-1994
- Office Locations
- 2
Office Locations
1945 Congress Street, Building A Portland ME
203 Willow Street South Hamilton MA
About Clark & Stuart INC
Clark & Stuart is a Portland, Maine RIA founded in 1994 serving retail and institutional investors. The firm runs a patient, disciplined equity approach focused on companies with iconic franchises and durable competitive advantages, aiming to compound wealth over the long term. Portfolios are implemented primarily with ETFs and custody with Charles Schwab.
Team overview
-- AVG AGE
$48.9M AVG AUM / ADVISOR
$543.3K AVG AUM / CLIENT
18.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
3 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Vehicles
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Services
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Owner & Executives
CHARLES STONE CLARK
Chief Compliance Officer
- CRD
- #861962
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MICHAEL HENRY STUART
--
- CRD
- #2496901
- Ownership
- 50% but less than 75%
Available
Available
Available
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K
Katherine L Dick
--
- CRD
- #8037654
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $195,585,257 | $1,086,585 |
| Non-Discretionary | $0 | -- |
| Total | $195,585,257 | $1,086,585 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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