The Clark Group Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in Dana Point, CA. Its latest Form ADV filing, dated March 6, 2026, reports $344M in regulatory assets under management, 5 employees, and 786 accounts.
Assets Under Management
$344M
Employees
5
Offices
--
Total Clients
469
Primary office
DANA POINT, CA
24941 DANA POINT HARBOR DRIVE, SUITE C210, DANA POINT, CA, United States
Top client segmentIndividuals represent 60.6% of total clients.
Top client categories% of clientsClients
1
Individuals
60.6%
284
2
HNWI
37.1%
174
3
Pension Plans
1.3%
6
4
Corporations
1.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$344Mas of March 6, 2026
Discretionary87.5%
$301M
87% of total RAUM87.5%
Non-discretionary12.5%
$43M
13% of total RAUM12.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$344M
Total Accounts786
10Y AUM Change+$171M (+99.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee94:1
10Y Employee Change+1 (+25.0%)
* 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.