CLARK & STUART INC

Overview

Clark & Stuart Inc. is a boutique wealth manager that runs fully discretionary portfolios for individuals, families and small institutions. The firm favors a concentrated allocation to publicly traded equities and structures client relationships on a percentage-of-AUM fee model. Its advisory mandate focuses on portfolio management for individuals and small businesses, with active day-to-day decision-making authority across client accounts. The firm’s investment approach is equity-centric: most client assets are held in liquid, exchange-listed instruments rather than cash or long-duration fixed income. Clark & Stuart Inc. supplements public equity exposure with mutual funds when a pooled vehicle is more efficient for a given strategy and uses private placements selectively as an alternative sleeve. Custody is centralized, which supports execution efficiency and consolidated reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices