Clark Lewis

Financial planning in Oak Park, IL

State registeredNo commissions reported

Call (510) 775-0823 Send a message Map ↗

Public-record details

Address: 137 N. Oak Park Ave., Ste 215 #237, Oak Park, IL 60301
Phone: (510) 775-0823
Listed under: Financial planning, Flat / fixed fees, % of assets managed
Legal name: Clark Lewis LLC
CRD number: 305792
Registration: State registered: IL
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees; Other (% and Fixed (Cap on Fees))
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $1.3 million
Accounts managed: 24
Clients reported (Form ADV 5.D): 14
Individual / high-net-worth clients: 14 / 0
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2023-03-31

State registered (IL) investment adviser, CRD 305792, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 305792 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Oak Park

Huckstep Asset Management, LLC609 South Oak Park Ave · Oak Park, IL 60304 · (312) 860-1033 · Financial planningCRD 308437 · % of assets, Hourly charges, Fixed fees · $10.3 million AUMState registeredNo commissions reported Linden Wealth Management LLC106 South Oak Park Avenue, Suite 204 · Oak Park, IL 60302 · (708) 948-7111 · Financial planningCRD 281995 · % of assets · $192.3 million AUMState registeredNo commissions reported Madden Funds Management1010 Lake Street Suite 604 · Oak Park, IL 60301 · (708) 848-3200 · Financial planningCRD 110309 · % of assets · $217.9 million AUMSEC registeredNo commissions reported Stonebrook Capital Management, INC.1010 Lake Street, Suite 426 · Oak Park, IL 60301 · (708) 763-9780 · Financial planningCRD 123181 · % of assets, Hourly charges, Fixed fees · $70.3 million AUMState registeredNo commissions reported Vista Financial Planning101 North Marion St., Suite 306 · Oak Park, IL 60301 · (708) 445-8747 · Financial planningCRD 129729 · Fixed feesState registeredNo commissions reported

All 6 in Oak Park →