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Mitchell Scott Clark

Mons Capital

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About Mitchell Scott Clark

Mitchell Scott Clark is an Investment Advisor Representative at Mons Capital. Mitchell has been in the industry since 2015. He holds the Series 65 license and is registered to provide investment advice in Ohio. Mitchell’s areas of specialization include retirement planning, college savings, and estate planning. Mitchell also owns Pinch Consultants, LLC, a debt and budget counseling firm.

Firm Information

Mitchell Clark is currently registered with Mons Capital. Mons Capital is an investment adviser with 1 licensed agent and 1 investment adviser representative. They manage approximately $4,278,914 in assets for 18 clients. Their services include portfolio management for businesses, individuals, and pooled investment vehicles.

$4.28M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mitchell Clark’s Registration & Firm History

OH

04/30/2021 - Present

Mons Capital (CINCINNATI OH)

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Licenses & Designations

IA

Issued 09/17/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mitchell Scott Clark.
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