Clients
Clark Capital Management Group serves 36,013 clients, 6,706 of them high-net-worth individuals. The average client has about $991,000 with the firm, and high-net-worth clients hold 39% of its $35.7 billion in assets.
- Individuals28,584 clients31%
- High-net-worth individuals6,706 clients39%
- Investment companies4 clients24%
- Corporations and other businesses390 clients4%
- OtherPension and profit-sharing plans, Charitable organizations2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 28,584 | $11,145,078,777 | 31.2% | $390K |
| High-net-worth individuals | 6,706 | $13,746,250,037 | 38.5% | $2.05M |
| Investment companies | 4 | $8,725,753,357 | 24.5% | $2.18B |
| Pension and profit-sharing plans | 184 | $402,847,446 | 1.1% | $2.19M |
| Charitable organizations | 145 | $402,012,984 | 1.1% | $2.77M |
| Corporations and other businesses | 390 | $1,265,776,533 | 3.5% | $3.25M |
| Total | 36,013 | $35,687,719,134 | 100% | $991K |
- Clients
- 28,584
- Regulatory AUM
- $11,145,078,777
- Share
- 31.2%
- Avg. per client
- $390K
- Clients
- 6,706
- Regulatory AUM
- $13,746,250,037
- Share
- 38.5%
- Avg. per client
- $2.05M
- Clients
- 4
- Regulatory AUM
- $8,725,753,357
- Share
- 24.5%
- Avg. per client
- $2.18B
- Clients
- 184
- Regulatory AUM
- $402,847,446
- Share
- 1.1%
- Avg. per client
- $2.19M
- Clients
- 145
- Regulatory AUM
- $402,012,984
- Share
- 1.1%
- Avg. per client
- $2.77M
- Clients
- 390
- Regulatory AUM
- $1,265,776,533
- Share
- 3.5%
- Avg. per client
- $3.25M
Total
- Clients
- 36,013
- Regulatory AUM
- $35,687,719,134
- Share
- 100%
- Avg. per client
- $991K
What it does
Clark Capital Management Group provides portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutions. It is paid through a percentage of assets.
Clark Capital Management Group advises no private funds.
100.0% of assets ($35.69B across 36,013 accounts) are managed with discretion. $26.96B sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks63%
- Funds6%
- Bonds28%
- Investment grade corporate bonds18%
- State and local bonds10%
- Cash3%
Custodians
Clark Capital Management Group’s client accounts are held mainly at Assetmark Trust, with 68% of managed assets. Clark Capital Management Group does not have custody of client assets.
- Assetmark TrustAssetmark Trust Company · Concord, CA · $24.23B68%
- All other custodians$11.46B32%
Ownership and leadership
Raymond James Investment owns 75% or more of Clark Capital Management Group, and Brendan Clark is its CEO.
- Owns 75% or more of Clark Capital Management Group Inc
Raymond James Investment
Control person · since April 2026
- Owns 75% or more of Clark Capital Management Group Inc
Raymond James Investment Management
Control person · since April 2026
- Owns 75% or more of Raymond James Investment Management
Raymond James Financial, Inc.
Control person · since April 2026
- Owns 25% to 50% of Raymond James Financial, Inc.
Thomas James
Control person · since April 2026
- Owns 50% to 75% of Clark Capital Management Group Inc
Harry Clark
Control person · since August 1986
- Owns 10% to 25% of Clark Capital Management Group Inc
Colene Bittone
Control person · since March 1998
- Owns 10% to 25% of Clark Capital Management Group Inc
Brendan Clark
Control person · since March 2005
- Owns 10% to 25% of Clark Capital Management Group Inc
Kieran Clark
Control person · since June 2000
Leadership
- Brendan ClarkChief Executive Officer
- Colene BittoneExecutive Vice President of Corporate Culture
- Kieran ClarkExecutive Vice President, Chief Investment Officer
- Christopher CullenExecutive Vice President, Chief Distribution Officer
- Matt GordonExecutive Vice President, Chief Technology Officer
- Conor MullanExecutive Vice President, Chief Compliance Officer, General Counsel
- Chad PainterExecutive Vice President, Chief Operating Officer
- Harry ClarkFounder and Chairman Emeritus
Staff
- 151 employees
- 20 in advisory functions
- 50 broker-dealer reps
Reported holdings
Clark Capital Management Group’s reported 13F holdings total $18.35B across 542 positions, and the ten largest make up 29.5% of it.
- $18.35B
- Reported 13F value
- 542
- Positions
- 29.5%
- In the 10 largest
- +13.2%
- Value vs. prior quarter
- iShares TR · Iboxx HI YD ETF8.2%
- SPDR Series Trust · ST Str P500etf3.6%
- Apple Inc.3.2%
- Nvidia Corporation2.6%
- Alphabet Inc. · Cap Stk CL A2.4%
- iShares TR · Core S&P500 ETF2.3%
- Microsoft Corp.2.2%
- SPDR Series Trust · ST Bloo High ETF1.9%
- iShares TR · Core MSCI Total1.5%
- JPMORGAN Chase & CO1.5%
Together, the ten largest are 29.5% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $18.35B is not its $35.69B in regulatory assets and does not represent any individual client's portfolio.
Fees
Clark Capital Management Group is paid through a percentage of assets under management.
Clark Capital Management Group’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Clark Capital Management Group has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- One Liberty Place, 53rd Floor, 1650 Market Street, PhiladelphiaHQ
Registration details
- Legal name
- Clark Capital Management Group Inc
- Headquarters
- One Liberty Place, 53rd Floor, 1650 Market Street, Philadelphia, PA 19103
- Phone
- 215-569-2224
- Website
- www.ccmg.com
- SEC file
- 801-28445
- Structure
- Pennsylvania corporation
- Fiscal year end
- September
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Clark Capital Management Group have?
Clark Capital Management Group has 36,013 clients and manages $35.7 billion for them, as of May 2026. They include 28,584 other individuals, 6,706 high-net-worth individuals and 390 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 May 2026
What services does Clark Capital Management Group offer?
Clark Capital Management Group provides portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Clark Capital Management Group use?
Clark Capital Management Group’s separately managed account assets are held at Assetmark Trust Company (Concord, CA), with $24,227,868,255. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 May 2026
How many financial advisors does Clark Capital Management Group have?
Clark Capital Management Group has 0 investment adviser representatives registered with state securities authorities, out of 151 employees, and 20 perform investment advisory functions. 50 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Clark Capital Management Group invest in?
At the end of its last fiscal year, Clark Capital Management Group’s separately managed accounts held 63% exchange-traded equities, 18% investment grade corporate bonds, 10% state and local bonds, 6% registered funds (mutual funds, ETFs, BDCs) and 3% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Clark Capital Management Group?
Clark Capital Management Group is owned through a chain of holding companies by Thomas James. Its direct owners are Raymond James Investment (75% or more), Harry Clark (50% to 75%), Colene Bittone (10% to 25%), Brendan Clark (10% to 25%), Kieran Clark (10% to 25%) and Raymond James Investment Management (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 May 2026
How does Clark Capital Management Group get paid?
Clark Capital Management Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file