Clark Asset Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.3B
Discretionary
$1.3B
95% of AUM
Avg account
$786K
Accounts
1,686
Employees
9
Advisory reps
8

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, individual-owned registered investment adviser organized as an LLC and SEC-registered in 2021. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Clark operates as a capital allocator and bills clients under a fixed‑fee structure. The firm is not positioned as an ESG investor and does not list pension consulting or related‑adviser services among its activities. Clark Asset Management received placement in Citywire’s "50 Growers Across America" list in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 7
  • Danielle Harmon

    Danielle Harmon

    Principal & OwnerCRD 5253310

  • Neal Heslor

    Neal Heslor

    Financial PlannerCRD 5009061

  • Erin Mcclain

    Erin Mcclain

    Lead Financial PlannerCRD 5166083

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 199

Active vs passive

$1.2B in ETFs

Passive

95%

$1.1B

Active

3%

$54M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$194M2,720,05316.50%
Unlock additional holdings →

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Newlight Partners LP

RIA

New York, NY

AUM $1.3BTEAM 19REPS 2

The Coury Firm

RIA

Pittsburgh, PA

AUM $1.3BTEAM 23REPS 10

Second Line Capital, LLC

RIA

Metairie, LA

AUM $1.3BTEAM 28REPS 24

U.S Global Investors, Inc.

RIA

San Antonio, TX

AUM $1.3BTEAM 22REPS 6

Core Capital Partners

RIA

AUM $1.3BTEAM 4REPS 3

Chilton Investment Company, Inc.

RIA

Stamford, CT

AUM $1.3BTEAM 29REPS 4

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth