A complete list of active advisors currently associated with Clark Soeten
Warmer can help you find a great advisor at Clark Soeten or one who fits your needs even better.
The firm provides asset management for custodial accounts and offers financial planning and consulting services to individuals and high-net-worth clients, delivering both one-time project plans and ongoing planning support alongside continuous portfolio supervision. The brochure notes the adviser registered the firm in 2023 and, at the time of the filing, had not yet established assets under management. Investment decisions are driven primarily by fundamental analysis, with a general preference for identifying underpriced securities and holding them for the long term while remaining prepared to adjust holdings based on changing valuations. The firm also uses options strategies for hedging and income (stating it avoids strategies that create unlimited loss) and may pursue arbitrage opportunities such as merger arbitrage as part of its strategy set. Distinctive features disclosed in the brochure include offering financial planning on an hourly basis in addition to negotiable project or ongoing fees, and the ability to enter performance-fee arrangements for qualified clients—compensation practices that are less common among peers in this category. The firm’s principal has an atypical background for an investment manager, including experience in education and philanthropic advising and ownership of a small event-rental business, which the brochure highlights alongside the firm’s newly established, single-owner structure.
To learn more about the advisors currently working at Clark Soeten, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, OH
| 3
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)