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Clark Monroe Blackman L.L.C. (Kingwood)


Clark Monroe Blackman L.L.C. is an adviser based in Kingwood. It manages $87.74 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.

Clark Monroe Blackman L.L.C provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Clark Monroe Blackman L.L.C: assets under management

The assets under management (AUM) of Clark Monroe Blackman L.L.C. is $87.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $87.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.27 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clark Monroe Blackman L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kingwood

The principal office where Clark Monroe Blackman L.L.C. performs its advisory services is located at 2610 Deer Mountain Court, Kingwood, TX 77345 2236 The mailing address of the firm is 4582 Kingwood Drive #125, Kingwood, TX 77345 2640. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 281-360-6671 or by fax 281-361-6673. The normal business hours are by appointment only on Other.


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