Clark Financial Services Group Inc. /bd
Clark Financial Services Group, Inc. is an SEC-registered investment advisory firm headquartered in Chesterfield, Missouri. Founded in 1992 by R.B. Clark III, it serves as the parent company and legal entity behind Gardius Wealth Advisors. The firm provides personalized financial planning, asset management, and investment advisory services to individuals, families, and trusts, tailoring strategies to each client's long-term goals. Clark Financial Services Group emphasizes a client-centric approach with decades of service experience. The employee count is estimated under 10, operating as a boutique advisory firm and investment adviser.
Investment Strategy
Clark Financial Services Group, Inc., through its Gardius Wealth Advisors brand, employs a diversified investment approach focused on asset allocation across broad-market ETFs and leading equities such as S&P 500 index funds (VOO, SPY) and sector ETFs. The firm aims for long-term portfolio growth, stability, and risk management by balancing core index holdings and selective stock positions. Their philosophy centers on creating goal-driven strategies tailored to each client's financial and estate planning needs, with a consistent review and rebalancing of holdings to reflect changing market conditions and individual objectives.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 14.48% | $23.6M | 41,469 | $335.23 | $568.03 | +$802.8K |
S SPY | SPDR S&P 500 ETF TR | 11.96% | $19.5M | 31,490 | $549.30 | $617.85 | +$2.1M |
V VTV | VANGUARD INDEX FDS | 8.05% | $13.1M | 74,122 | $129.44 | $176.74 | +$65.7K |
V VUG | VANGUARD INDEX FDS | 7.29% | $11.9M | 27,038 | $230.56 | $438.40 | +$1.5M |
I IVW | ISHARES TR | 5.32% | $8.7M | 78,614 | $97.16 | $110.10 | +$1.4M |