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CLARK CAPITAL MANAGEMENT GROUP INC
CRD 104796File 801-28445
APPROVED
Retail clients
Filing as of May 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$35.69B
Top 10% of cohort (national)
Discretionary AUM
$35.69B
Clients
36,013
36,013 accounts
Employees
151
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 9, 1986
- Principal office
- ONE LIBERTY PLACE, 53RD FLOOR, 1650 MARKET STREET, PHILADELPHIA, PA, 19103
- Phone
- (215) 569-2224
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $35.69B
- Discretionary AUM
- $35.69B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 36,013
- Non-discretionary accounts
- 0
- Total accounts
- 36,013
- AUM per client
- $991K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 390 | $1.27B |
| Investment companies | 4 | $8.73B |
| Charitable organizations | 145 | $402.0M |
| High net worth individuals | 6,706 | $13.75B |
| Pension and profit sharing plans | 184 | $402.8M |
| Individuals (other than high net worth individuals) | 28,584 | $11.15B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 33,985 | 36,013 | increased by2,028 |
| Apr 1, 2026 | AUM | $30,554,307,219 | $35,687,719,134 | increased by$5,133,411,915 |
| Apr 1, 2026 | Accounts | 33,985 | 36,013 | increased by2,028 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 123 | 151 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 24,075 | 33,985 | increased by9,910 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $22,847,402,082 | $30,554,307,219 | increased by$7,706,905,137 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 24,075 | 33,985 | increased by9,910 |
| Apr 1, 2022 | Employees | 110 | 123 | increased by13 |
| Apr 1, 2022 | Clients | 20,388 | 24,075 | increased by3,687 |
| Apr 1, 2022 | AUM | $17,305,230,507 | $22,847,402,082 | increased by$5,542,171,575 |
| Apr 1, 2022 | Accounts | 20,388 | 24,075 | increased by3,687 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLARK CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLARK CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.