Clark Financial Services Group Inc
- Regulatory AUM
- $499M
- Discretionary
- $441M
- Clients
- 431
- Avg AUM / client
- $1.2M
- Accounts
- 1,896
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 296 | $101M | 20.2% |
| High net worth individuals | 125 | $388M | 77.8% |
| Charitable organizations | 4 | $7.5M | 1.5% |
| Corporations and other businesses | 6 | $2.9M | 0.57% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Allen Clark | President | CFP | Dec 2010 (16y) | 50% – 75% |
| Christopher William Schulenburg | Chairman | Jan 2011 (16y) | 50% – 75% | |
| Matthew Hamilton Herron | Chief Compliance Officer | Mar 2018 (8y) | Less than 5% | |
| Amanda Lee Roberds | Registered representative | Sep 2018 (8y) | ||
| John Conrad Clark | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 966 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Market timing services
Custody
Reported custodians
- Charles Schwab & Co. $417M (84% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗