T. CLARK & ASSOCIATES

T. CLARK & ASSOCIATES is an SEC-registered investment adviser (CRD 283684). Regulatory assets under management: $642K.

Registration

• CRD: 283684
• Type: Registered investment adviser
• Phone: 941-773-2174
• Latest filing: 2026-03-27
• Regulatory AUM: $642K
• Discretionary AUM: $512K
• Non-discretionary AUM: $131K
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283684 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search