Ark Invest
St. Petersburg, FL·SEC-registered · CRD #169525
Ark Invest is an SEC-registered investment advisory firm in St. Petersburg, FL managing $16B across 34 client accounts, with 20 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$16B
Client accounts
34
Advisory staff
20
Fee model
Fee-only
How Ark Invest is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Ark Invest
How much does Ark Invest manage?
Per its most recent SEC Form ADV filing (04/01/2026), Ark Invest reports $16B in regulatory assets under management across roughly 34 client accounts.
How does Ark Invest charge?
Ark Invest is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ark Invest a fiduciary?
Yes. Ark Invest is registered with the U.S. Securities and Exchange Commission (CRD #169525), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ark Invest taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ark Invest and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Ark Invest's public SEC Form ADV filing (CRD #169525, filed 04/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ark Invest. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ark Invest? Claim this profile.