CLARK & STUART INC
SEC RegisteredAbout the firm
Since 1994, Clark and Stuart has served investors who value a calm voice, steady hands, and thoughtful investment judgment. Their patient and disciplined approach emphasizes companies with iconic business franchises and enduring competitive advantages that can create wealth for clients over the long term.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management with a patient and disciplined approach emphasizing companies with iconic business franchises and enduring competitive advantages to create wealth over the long term.
Who they serve
Investors who value a calm voice, steady hands and thoughtful investment judgment and seek a long-lasting partnership based on trust and accountability.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 178 | $190M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
180 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Standard (up to $1M) | 1.00% |
| Standard (over $1M) | 0.70% |
| Not-for-Profit | 0.50% |
| Family accounts | 0.70% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLARK & STUART INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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