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| ARK Advisors LLC
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|
|---|---|
| CRD # | 167456 |
| SEC # | 801-131956 |
| CIK # | |
| AUM | $195.6 M (2026-01-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 309-661-2000 |
| Address | 205 N Williamsburg Drive Bloomington, IL 61704 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 47.4 |
| (b) Individuals (high net worth individuals) | 120 | 127.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 16.5 |
| (h) Charitable organizations | 1 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,059 | 195.6 |
| By Discretionary | ||
| Discretionary | 1,046 | 179.1 |
| Non-Discretionary | 13 | 16.5 |
| Total | 1,059 | 195.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.6 | |
| Total | 1,059 | 195.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bellingrath Wealth Management LLC
✚
|
LA | 0.2 |
|
Hummer Financial Advisory Services Inc
✚
|
0.2 | |
|
Frazier Financial Consultants LLC
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|
NC | 0.2 |
|
Golden Gate Personal Financial Planning
✚
|
CA | 0.2 |
|
JK Financial Inc
✚
|
TX | 0.2 |
|
J2 Capital Management Inc
✚
|
MI | 0.2 |
|
Clark & Stuart Inc
✚
|
ME | 0.2 |
|
Frazee Investment Consulting Inc
✚
|
TN | 0.2 |
|
Independent Wealth Advisors LLC
✚
|
NC | 0.2 |
|
NorthStar Financial Advisors Inc
✚
|
0.2 |