Clark Capital Management Group Inc

RIASEC Registered

Total AUM

$35.7B

Discretionary

$35.7B

100% of AUM

Avg account

$991K

Accounts

36,013

Employees

151

Advisory reps

Firm details

Headquarters: Philadelphia, Pennsylvania
CRD number: 104796
Registered since: December 9, 1986
Website: ccmg.com
Custodians: ASSETMARK TRUST CO.
Fee structure: Percentage of AUM
Client types: HNWI38.52%
Individuals31.23%
Investment Companies24.45%
Corporations / Businesses3.55%
Pension & Profit Sharing Plans1.13%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clark Capital Management Group Inc is a corporate wealth manager that has been registered with the SEC since 1986. The firm serves both individual/family clients and institutional accounts, charging advisory fees as a percentage of assets under management. Its core advisory work centers on portfolio management for individuals and small businesses, investment companies, and other business or institutional clients. Clark Capital is not positioned as a capital allocator and does not identify as an active ESG investor. The firm maintains a range of industry relationships that include broker‑dealer, other investment adviser, registered municipal advisor, banking/thrift institution, trust company, insurance company, and sponsor roles for pooled investment vehicles.