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
9

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.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 63%, Investment Grade Corp Bonds 18%, State & Local Bonds 10%, Public Funds/Mutual Funds 6%, Cash & Cash Equivalents 3%63%
  • Exchange Traded Equities63%
  • Investment Grade Corp Bonds18%
  • State & Local Bonds10%
  • Public Funds/Mutual Funds6%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 4
  • Brendan Clark

    Brendan Clark

    CEOCRD 4930585

  • Kieran Clark

    Kieran Clark

    EVP, Chief Investment OfficerCRD 2439549

  • Chris Cullen

    Chris Cullen

    EVP, Chief Distribution OfficerCRD 4880348

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Contacts

3 of 5
  • Peter Lydzinski

    Peter Lydzinski

    Director, Senior Compliance ManagerCRD 4459773

  • Harry Clark

    Harry Clark

    PresidentCRD 47573

  • Colene Bittone

    Colene Bittone

    Executive Vice PresidentCRD 4346206

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 245

Active vs passive

$5.9B in ETFs

Passive

76%

$4.5B

Active

1%

$1.4B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG)BlackRockPassiveHigh Yield Bond$1.5B18,889,62925.57%

Location

Primary office

Philadelphia, PA

Philadelphia

Location

Philadelphia, PA

Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Philadelphia
Address
1 Liberty Pl 53 Road Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth