Clark & Stuart Inc
● SEC registered since 2018CRD 107991SEC# 801-113250Portland, ME
Reg. AUM
$195.6M
Employees
4
Accounts
180
Location
Portland, ME
Clark & Stuart Inc assets under management
Clark & Stuart Inc is a registered investment adviser overseen by the SEC based in Portland, ME. The firm has been registered since 2018. It reports $195.6 million in regulatory assets under management and employs 4 people.
Clark & Stuart Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Stone Clark Control | Principle,chief Compliance Officer | 50-75% | 1994 |
| Michael Henry Stuart Control | Principle | 50-75% | 1994 |
Frequently asked questions
How much does Clark & Stuart Inc manage?
Clark & Stuart Inc reports $195.6 million in regulatory assets under management on its Form ADV.
How many employees does Clark & Stuart Inc have?
Clark & Stuart Inc reports 4 employees.
Where is Clark & Stuart Inc located?
Clark & Stuart Inc is based in Portland, ME and has been SEC-registered since 2018.
Does Clark & Stuart Inc disclose fund performance?
Clark & Stuart Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1945 Congress Street Building a, Portland, ME 04102 |
| Phone | 207-775-1140 |
| Office hours | 9-5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$195.6M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$195.6Mregulatory AUM
Discretionary $195.6M