Clark & Stuart Inc - Investment Advisers

About Clark & Stuart Inc

Clark & Stuart Inc is an investment adviser headquartered in Portland, Maine, and is one of the investment advisers in Maine in this directory. The firm was founded in 1994 by Charles Stone Clark and Michael Henry Stuart. Clark serves as president and is the principal day-to-day contact for clients. Stuart works as the firm's research analyst and portfolio manager. Clark earned the Certified Financial Planner designation in 1990, and Stuart earned the Chartered Financial Analyst designation in 1991. The firm reports $195.59 million in regulatory assets under management and four employees. It says it looks for companies with durable competitive advantages and aims to build wealth for clients over the long term. Katherine Dick joined in 2025 and is responsible for operations and compliance. Before joining, she worked for roughly 15 years in non-profit fundraising for education and international development organizations. Clark & Stuart is listed among the US investment advisers tracked in this directory, and its registry record identifies it as an investment adviser.

Key Facts

Assets Under Management

$195.59M

Employees

4

SEC File Number

801-113250