THE CLARK GROUP ASSET MANAGEMENT

Legal name: PACHIRA INVESTMENTS, INC.

CRD 164405File 801-77136

APPROVED

Retail clients

Custody

Filing as of Mar 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$343.9M

Below cohort median (national)

Discretionary AUM

$300.8M

Non-discretionary $43.1M

Clients

469

786 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Sep 28, 2012
Principal office: 24941 DANA POINT HARBOR DRIVE, SUITE C210, DANA POINT, CA, 92629
Phone: 949-558-3898
Website: HTTPS://WWW.FACEBOOK.COM/CLARKGROUPAM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $343.9M
Discretionary AUM: $300.8M
Non-discretionary AUM: $43.1M
Discretionary accounts: 736
Non-discretionary accounts: 50
Total accounts: 786
AUM per client: $733K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$106K
High net worth individuals	174	$256.9M
Pension and profit sharing plans	6	$3.6M
Individuals (other than high net worth individuals)	284	$83.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.