Clark Monroe Blackman L.L.C.
● SEC registered since 2021CRD 139757SEC# 801-121887
Reg. AUM
$219.9M
Employees
2
Accounts
36
Location
—
About Clark Monroe Blackman
Clark Monroe Blackman, presenting as Alpha Wealth Strategies, is a fee-only registered investment advisory firm serving a focused group of wealthy families. It emphasizes objective investment consulting and financial advice tailored to each client's unique needs.
Summary based on the firm’s website.
Clark Monroe Blackman L.L.C. assets under management
Clark Monroe Blackman L.L.C. is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $219.9 million in regulatory assets under management and employs 2 people.
Clark Monroe Blackman L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clark Monroe Blackman Control | Chief Executive Officer/Managing Member | Under 5% | 2026 |
| Clark Monroe Blackman Control | Chief Investment Officer & Cco | Over 75% | 2026 |
Frequently asked questions
How much does Clark Monroe Blackman L.L.C. manage?
Clark Monroe Blackman L.L.C. reports $219.9 million in regulatory assets under management on its Form ADV.
How many employees does Clark Monroe Blackman L.L.C. have?
Clark Monroe Blackman L.L.C. reports 2 employees.
Does Clark Monroe Blackman L.L.C. disclose fund performance?
Clark Monroe Blackman L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 281-758-5252 |
| Fax | 281-758-5260 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$219.9M▲ 14%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$219.9Mregulatory AUM
Discretionary $219.9M