Clark Monroe Blackman L.L.C.
- Regulatory AUM
- $220M
- Discretionary
- $220M
- Clients
- 36
- Avg AUM / client
- $6.1M
- Accounts
- 36
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Apr 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $1.8M | 0.83% |
| High net worth individuals | 33 | $218M | 99.2% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clark Monroe Blackman | Managing Member/Ceo, Chief Compliance Officer | CFP Personal Financial Specialist CFA | Dec 2005 (21y) | 75% or more |
| Blackman, Julia, Claus | Member | Nov 2019 (7y) | Less than 5% | |
| Clark Monroe Blackman | Registered representative | CFP Personal Financial Specialist CFA | Mar 2020 (6y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/23/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments Distribution Co. $193M (88% of AUM) Apr 2026
- Charles Schwab & Co. $26.4M (12% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 23, 2026.
View current Form ADV (SEC/IAPD) ↗