Clark Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$132,109,996
Clients
168
Advisors
1
of 1 employees
About
Clark Company advises individual clients and also reports serving pension or profit-sharing plans and other institutional clients, providing portfolio management and financial planning services as described in its Form ADV Part 2A (Items 7 and 8). The brochure notes the firm uses percentage-of-AUM fee arrangements for advisory services, a common model among independent advisers.
The firm’s Part 2A indicates it generally manages accounts on a primarily non-discretionary basis (Item 16), so clients typically approve trades and ongoing recommendations; the brochure also describes the firm’s methods of analysis and periodic account reviews (Items 8 and 13). This structure implies the adviser focuses on recommending and implementing client-approved strategies rather than exercising broad discretionary authority.
A noteworthy aspect disclosed in Item 10 is an affiliation with an insurance company and that the adviser is licensed as an insurance broker/agent who sells other financial products, activities that are uncommon among independent single-advisor firms. Coupled with the mix of institutional and retirement-plan clients while operating as a solo adviser with predominantly non-discretionary AUM, this combination of services and affiliations distinguishes Clark Company from many peers.
Client services
Expertise
Occupation focus
Main office
586 Bellerive Drive, Suite 2 B
Annapolis MD 21409
Advisors at this office
1
Most active in
Maryland · Texas
Also doing business as
Clark Company · Clark, Robert O.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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