Ark & Tlk Investments, Llc
- Regulatory AUM
- $751M
- Discretionary
- $717M
- Clients
- 283
- Avg AUM / client
- $2.7M
- Accounts
- 1,139
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 125 | $57.8M | 7.69% |
| High net worth individuals | 152 | $647M | 86.1% |
| Corporations and other businesses | 6 | $47.0M | 6.25% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kendall Wayne King | Managing Member | CFP | Jan 2015 (12y) | 50% – 75% |
| Drew Spencer Garner | Partner, Coo, Wealth Advisor, Chief Compliance Officer | CFP | Feb 2017 (10y) | 10% – 25% |
| Jacob Nolan Weatherford | Partner, Wealth Advisor | CFP | Jul 2019 (7y) | 10% – 25% |
| Ray, Melissa, Kaye | Partner, Director Of Client Services | Jul 2019 (7y) | Less than 5% | |
| Adam William Lee | Chief Investment Officer | CFA | Sep 2021 (5y) | 5% – 10% |
| Kristen Dawn Buchman | Registered representative | CFP | Feb 2022 (4y) | |
| Kian Michael Rahmanzadeh | Registered representative | CFP | Jun 2022 (4y) | |
| Adam James Leavitt | Registered representative | CFP | May 2023 (3y) | |
| Edward Thomas Creegan | Registered representative | CFP | Apr 2024 (2y) | |
| Kortland Christopher Snowden | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 06/23/2026 | 948 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $436M (58% of AUM) Jun 2026
- National Financial Services (Fidelity) $316M (42% of AUM) Jun 2026
- Fidelity Distributors Company Llc $26.6M (10% of AUM) Jun 2020
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: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗