Clark & Stuart Inc
Clark & Stuart Inc is an SEC-registered wealth manager in Portland, ME with $195.6M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Clark & Stuart Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107991, SEC 801-113250, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $195.6M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Portland, ME
- Employees
- 4
- Clients
- 180
- CRD
- 107991
- Ownership
- CLARK, CHARLES, STONE; STUART, MICHAEL; STUART, MICHAEL, HENRY
How much AUM does Clark & Stuart Inc have?
Clark & Stuart Inc reported $195.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Clark & Stuart Inc?
Disclosed owners and executives of Clark & Stuart Inc include CLARK, CHARLES, STONE, STUART, MICHAEL, STUART, MICHAEL, HENRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.