Wealth Manager
    SEC Registered

    Clark & Stuart Inc

    Registered investment advisor · Portland, Maine · CRD #107991

    Assets Under Management
    $196M
    Client Accounts
    180
    Employees
    4
    CRD Number
    107991
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Clark & Stuart Inc

    Clark & Stuart Inc is a SEC-registered investment advisory firm headquartered in Portland, Maine, managing approximately $196M in regulatory assets across 180 client accounts. The firm's full regulatory record is filed with the SEC under CRD #107991.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Clark & Stuart Inc's AUM?

    Clark & Stuart Inc reports approximately $196M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Clark & Stuart Inc headquartered?

    Clark & Stuart Inc is headquartered in Portland, Maine.

    What is Clark & Stuart Inc's CRD number?

    Clark & Stuart Inc's CRD number is 107991. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Clark & Stuart Inc manage?

    Clark & Stuart Inc manages approximately 180 client accounts according to its latest SEC filing.

    Is Clark & Stuart Inc SEC registered?

    Yes, Clark & Stuart Inc is registered with the SEC as an investment adviser with an approved registration status.

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