Clark Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 22, 2026, reports $1.3B in regulatory assets under management, 9 employees, 5 offices, and 1,686 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.1% of total clients.
Top client categories% of clientsClients
1
HNWI
97.1%
267
2
Individuals
2.9%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of April 22, 2026
Discretionary94.9%
$1.3B
95% of total RAUM94.9%
Non-discretionary5.1%
$67M
5% of total RAUM5.1%
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$1.3B
Total Accounts1,686
10Y AUM Change+$1.2B (+1191.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee31:1
10Y Employee Change+5 (+125.0%)
* 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.