CLARK & STUART INC
CRD #107991 SEC #801-113250 PORTLAND, ME 207-775-1140
SEC Registered Disclosures
Total AUM
$167.8M
Discretionary
$167.8M
Employees
3
Clients
0
Accounts
170
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $167.8M | $167.8M | $0 | 3 | 170 |
| Apr 2024 | $169.8M | $169.8M | $0 | 2 | 174 |
| Mar 2024 | $169.8M | $169.8M | $0 | 2 | 174 |
| Mar 2023 | $170.1M | $170.1M | $0 | 2 | 176 |
| Mar 2022 | $158.7M | $158.7M | $0 | 2 | 176 |
| Aug 2021 | $139M | $139M | $0 | 2 | 186 |
| Jul 2021 | $139M | $139M | $0 | 2 | 186 |
| Mar 2021 | $139M | $139M | $0 | 2 | 186 |
| Jun 2020 | $126.5M | $126.5M | $0 | 2 | 160 |
| Mar 2020 | $126.5M | $126.5M | $0 | 2 | 160 |
| Mar 2019 | $108.6M | $108.6M | $0 | 2 | 162 |
| Apr 2018 | $117.2M | $117.2M | $0 | 2 | 158 |
| May 2012 | $55.9M | $55.9M | $0 | 1 | 200 |
| Mar 2012 | $55.9M | $55.9M | $0 | 1 | 200 |
| Feb 2012 | $55.9M | $55.9M | $0 | 1 | 200 |
| May 2011 | $53.4M | $53.4M | $0 | 5 | -- |
| Mar 2008 | $61.8M | $61.8M | $0 | 5 | -- |
| Mar 2007 | $48.3M | $48.3M | $0 | 5 | -- |
| Mar 2006 | $50.2M | $50.2M | $0 | 5 | -- |
| Jan 2005 | $52.1M | $52.1M | $0 | 5 | -- |
| Mar 2004 | $52.1M | $52.1M | $0 | 5 | -- |
| Mar 2002 | $50M | $50M | $0 | 5 | -- |
DateMar 2025
Total AUM$167.8M
Discretionary$167.8M
Non-Disc.$0
Employees3
Clients170
DateApr 2024
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees2
Clients174
DateMar 2024
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees2
Clients174
DateMar 2023
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees2
Clients176
DateMar 2022
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees2
Clients176
DateAug 2021
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees2
Clients186
DateJul 2021
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees2
Clients186
DateMar 2021
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees2
Clients186
DateJun 2020
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees2
Clients160
DateMar 2020
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees2
Clients160
DateMar 2019
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees2
Clients162
DateApr 2018
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees2
Clients158
DateMay 2012
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees1
Clients200
DateMay 2011
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$61.8M
Discretionary$61.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$48.3M
Discretionary$48.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--