Firms by custodian
Registered investment advisers that custody at Assetmark Trust
2 SEC-registered advisers report Assetmark Trust as a custodian holding 10% or more of separately managed account assets in Form ADV Schedule D, Section 5.K.(3). Listed by regulatory assets under management.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| AssetMarkCRD 109018 | Concord, CA | $91.76B | 269 | 456,452 |
| Clark Capital Management GroupCRD 104796 | Philadelphia, PA | $35.69B | 20 | 36,013 |
AssetMarkCRD 109018$91.76B
- Headquarters
- Concord, CA
- Advisory staff
- 269
- Clients
- 456,452
Clark Capital Management GroupCRD 104796$35.69B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 20
- Clients
- 36,013
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming Assetmark Trust here says only what the filing says, and implies nothing about either firm's service.