CLARK FINANCIAL SERVICES GROUP INC
C34
CRD 110650·SEC 801-50052·CHESTERFIELD, MO
AUM
$498.7M
$100M-$500M
Est. Revenue
$5.0M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $221.9M
'21 · $249.7M
'22 · $291.3M
'23 · $355.8M
'25 · $456.1M
'26 · $498.7M
'20'26
$221.9M → $498.7M▲ +125%
Client mix
| Individuals Other | 296 |
| Individuals High Net Worth | 125 |
| Corporations | 6 |
| Charitable Organizations | 4 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
5 advisors → 5 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
400 CHESTERFIELD CTR.STE. 305CHESTERFIELD, MO 63017-480
Business
400 CHESTERFIELD CTR.STE. 305CHESTERFIELD, MO 63017-480
Edgar Recent Filings
13F-HR2026-05-07 · 0001001011-26-000005
13F-HR2026-01-06 · 0001001011-26-000004
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited