Clark Asset Management, LLC

RIASEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
95% of AUM
Avg account
$786K
Accounts
1,686
Employees
14
Advisory reps
7

Firm details

Headquarters
,
CRD number
284480
Registered since
March 8, 2021
Website
bradleyclark.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Fixed Fees
Client types
  • HNWI99.55%
  • Individuals0.45%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Clark Asset Management, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2021) and is owned by an individual. Its client focus is individuals and families, and it bills on a fixed-fee basis. Core services listed include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, which indicates the firm acts as a capital allocator as well as a direct manager. Clark does not characterize itself as an active ESG investor. Citywire recognized the firm in 2024 under its "50 Growers Across America" list.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 11%, US Government Bonds 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities11%
  • US Government Bonds2%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Bradley Clark

    Bradley Clark

    CEO & FounderCRD 6499944

Contacts

3 of 6
  • Erin Mcclain

    Erin Mcclain

    Lead Financial PlannerCRD 5166083

  • Danielle Harmon

    Danielle Harmon

    Principal & OwnerCRD 5253310

  • Kary Meschke

    Kary Meschke

    Lead Financial PlannerCRD 6826214

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 205

Active vs passive

$1.3B in ETFs

Passive

96%

$1.2B

Active

3%

$53.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)VanguardPassiveForeign Large Blend$203M2,878,23216.25%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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