Clark Monroe Blackman LLC

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Assets, Funds, Holdings

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Clark Monroe Blackman LLC
CRD #139757
SEC #801-121887
CIK #
AUM $163.1 MM (2024-02-16)
Employees 3 (67% Investors, 0% Brokers)
Phone281-758-5252
Address15522 Comal County Dr
Cypress, TX 77433
Source [IAPD] [Website]
Total AUM ($MM)
170136102683402005201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 5 3.2
(b) Individuals (high net worth individuals) 29 159.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 34 163.1
By Discretionary
Discretionary 34 163.1
Non-Discretionary 0 0.0
Total 34 163.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 163.1
Total 34 163.1
Comparable Firms State AUM ($BB)
Lynx Advisory Partners LLC
FL 0.2
Avid Wealth Partners LLC
TX 0.2
Integrated Quantitative Investments LLC
WA 0.2
Principia Wealth Advisory LLC
TX 0.2
Tranquilli Financial Advisor LLC
NJ 0.2
IBN Financial Services Inc
NY 0.2
Capital Developers LLC
NC 0.2
Dominguez Wealth Management Solutions Inc
VA 0.2
McGinn Penninger Investment Managment Inc
VA 0.2
Kelley Investments LLC
CA 0.2
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