Charles Clark
CLC Capital Management · Grand Junction, Colorado
Charles Clark is a fee-only financial advisor at CLC Capital Management in Grand Junction, Colorado. CLC Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | CLC Capital Management |
|---|---|
| Based in | Grand Junction, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.8M across 10 accounts |
| SEC registration | Investment adviser representative in CO · CRD 2538357 |
| Exams passed | Series 63 (1995) · Series 66 (2004) |
| Disclosures | Reported; see the SEC record |
| Website | www.clccm.com |
How Charles's firm compares
- CLC Capital Management's average account is about $375,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Charles
Is Charles Clark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and CLC Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, CLC Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Charles Clark based?
Charles Clark is based in Grand Junction, Colorado.
Is Charles Clark registered with the SEC?
Yes. Charles Clark is registered as an investment adviser representative in CO (CRD 2538357), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does CLC Capital Management manage?
CLC Capital Management reports $3.8M across 10 accounts in assets under management.
How do I contact Charles Clark?
Through Charles's website, www.clccm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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