Firm profile

CLARK CAPITAL MANAGEMENT GROUP INC

PHILADELPHIA, PACRD 104796Latest ADV March 31, 2026

Clark Capital Management Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated March 31, 2026, reports $35.7B in regulatory assets under management, 151 employee, and 36,013 accounts.

Assets Under Management
$35.7B
Employees
151
Offices
--
Total Clients
36,013
Primary office
PHILADELPHIA, PA
ONE LIBERTY PLACE, 53RD FLOOR, 1650 MARKET STREET, PHILADELPHIA, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOBrendan M. Clark
CCOConor L. Mullan
CFODavid G. Richards

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 79.4% of total clients.
Top client categories% of clientsClients
1
Individuals
79.4%
28,584
2
HNWI
18.6%
6,706
3
Corporations
1.1%
390
4
Pension Plans
0.5%
184
5
Charitable
0.4%
145
Additional categories (<0.1%)
Investment Cos.<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$35.7Bas of March 31, 2026
Discretionary100.0%
$35.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$35.7B
Total Accounts36,013
10Y AUM Change+$29.2B (+449.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees151
Clients per Employee238:1
10Y Employee Change+89 (+143.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.