DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Clark Financial Services Group, Inc.
Legal name Clark Financial Services Group Inc
Latest filing Jul 31, 2026
First filing on the tape Mar 30, 2012 · 25 filings
SEC status approved since Sep 18, 1995
RAUM
$499M
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
98%
$488M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$99.7M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$499M as of Jul 31, 2026
Mar 30, 2012$132M then
HNW client RAUM$388M as of Jul 31, 2026
Mar 31, 2018$131M then
State-registered IARs (5.B.3)5 as of Jul 31, 2026
Mar 30, 20120 then
Employees (5.A)6 as of Jul 31, 2026
Mar 28, 20138 then
Private funds: no history
RAUM +9.3% over the last fiscal year+16% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Jul 31, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $99.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 84derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.1MderivedHNW RAUM over HNW clients
- Average account
- $263,014derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 89%derivedof RAUM
- Institutional
- 1.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.7%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publicationsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$388M78%
- Individuals$101M20%
- Charitable organizations$7.5M1.5%
- Corporations and businesses$2.9M0.6%
- Individual clients
- 296reported
- HNW clients
- 125reported
- Pension plan clients
- n/areported
- Charitable clients
- 4reported
- Accounts
- 1,896reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kevin Allen ClarkCertified Financial Planner | Chesterfield, Mo | Dec 20, 2010 | 28 y | 0 |
| Christopher William Schulenburg | Chesterfield, Mo | Jan 4, 2011 | 34 y | 0 |
| Matthew Hamilton Herron | Chesterfield, Mo | Mar 12, 2018 | 29 y | 1 |
| Amanda Lee Roberds | Chesterfield, Mo | Sep 10, 2018 | 11 y | 1 |
| John Conrad Clark | Chesterfield, Mo | Jun 25, 2026 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Kerry D Rogers to Planmember Securities CorporationAug 25, 2017 · Other
Joined, latest
- Amanda Lee Roberds from Charles Schwab & Co., Inc.Sep 10, 2018 · Affiliated broker-dealer or bank to independent RIA
- Matthew Hamilton Herron from Scottrade Investment ManagementMar 12, 2018 · Other
- Kerry D Rogers from Cutter & Company, Inc.May 19, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Allen Kevin Clark · Presidentcontrolsince 01/2017 · owns 50% to 75%
- Hamilton Matthew Herron · Chief Compliance Officercontrolsince 03/2018 · owns less than 5%
- William Christopher Schulenburg · Chairmancontrolsince 03/2016 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chesterfield, Mo · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,873 to 1,896Mar 31, 2025 to Mar 31, 2026
- Charity clients · unset to 4.0Mar 31, 2025 to Mar 31, 2026
- Corporate clients · unset to 6.0Mar 31, 2025 to Mar 31, 2026
- HNW clients · 113 to 125Mar 31, 2025 to Mar 31, 2026
- Individual clients · 301 to 296Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $13.9M to $14.5MMar 31, 2025 to Mar 31, 2026
- Employees · 5 to 6Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $402M to $441MMar 31, 2025 to Mar 31, 2026
- HNW RAUM · $318M to $388MMar 31, 2025 to Mar 31, 2026
- Individual RAUM · $129M to $101MMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $53.9M to $57.3MMar 31, 2025 to Mar 31, 2026
- RAUM · $456M to $499MMar 31, 2025 to Mar 31, 2026
- Accounts · 1,749 to 1,873Mar 28, 2024 to Mar 31, 2025
- HNW clients · 130 to 113Mar 28, 2024 to Mar 31, 2025
- Individual clients · 263 to 301Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $11.8M to $13.9MMar 28, 2024 to Mar 31, 2025
- Financial planning clients · 251-500 to 251-500Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $347M to $402MMar 28, 2024 to Mar 31, 2025
- HNW RAUM · $293M to $318MMar 28, 2024 to Mar 31, 2025
- Individual RAUM · $86.9M to $129MMar 28, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $39.6M to $53.9MMar 28, 2024 to Mar 31, 2025
- RAUM · $386M to $456MMar 28, 2024 to Mar 31, 2025
- Accounts · 1,724 to 1,749Mar 29, 2023 to Mar 28, 2024
- HNW clients · 122 to 130Mar 29, 2023 to Mar 28, 2024
- Individual clients · 262 to 263Mar 29, 2023 to Mar 28, 2024
- Assets in custody · $12.0M to $11.8MMar 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $289M to $347MMar 29, 2023 to Mar 28, 2024
- HNW RAUM · $237M to $293MMar 29, 2023 to Mar 28, 2024
- Individual RAUM · $77.1M to $86.9MMar 29, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $29.2M to $39.6MMar 29, 2023 to Mar 28, 2024
- RAUM · $318M to $386MMar 29, 2023 to Mar 28, 2024
- Accounts · 1,694 to 1,724Mar 31, 2022 to Mar 29, 2023
- HNW clients · 118 to 122Mar 31, 2022 to Mar 29, 2023
- Individual clients · 273 to 262Mar 31, 2022 to Mar 29, 2023
- Assets in custody · $12.7M to $12.0MMar 31, 2022 to Mar 29, 2023
- Discretionary RAUM · $324M to $289MMar 31, 2022 to Mar 29, 2023
- HNW RAUM · $258M to $237MMar 31, 2022 to Mar 29, 2023
- Individual RAUM · $94.2M to $77.1MMar 31, 2022 to Mar 29, 2023
- Non-discretionary RAUM · $32.2M to $29.2MMar 31, 2022 to Mar 29, 2023
- RAUM · $356M to $318MMar 31, 2022 to Mar 29, 2023
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 314-469-5000reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 314-469-5525reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- GARDIUS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 314-469-5000reportedpublic record, Form ADV, Jul 31, 2026
- Contact form
- gardius.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $99.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026