Ark Invest

Overview

Ark Invest is an SEC registered investment adviser based in St Petersburg, FL, registered since 2014. It reports $16B in assets under management across 34 accounts, with 58 employees.

Reported AUM

$16B

Discretionary

100%

Accounts

34

Average account

$47M

Employees

58

Registered since

2014

Jurisdictions

53

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Investment Companies
• Other Investment Advisors
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 4

• Catherine Duddy Wood Chief Executive Officer, Chief Investment Officer CRD 3173419
• Kellen Carter Chief Compliance Officer, Corporate Counsel CRD 6488994
• Paul Edward Wilson Chief Financial Officer CRD 6800473

1 more executive officer, with direct contact details

Location

Headquarters

200 Central Ave Ste 220
St Petersburg, FL 33701

County

Pinellas

Metro area

Tampa-St. Petersburg-Clearwater, FL

Region

South

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: ark-invest.store

Every state, with registration dates

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