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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Quantum primeHarbor
- Established Date
- 08-15-2016
- Office Locations
- 8
Office Locations
About Clark Asset Management, LLC
Clark Asset Management, LLC is a fee-only RIA focused on retirement planning for clients nearing or in retirement. The firm pairs comprehensive financial planning (tax, estate, and insurance considerations) with ongoing portfolio management built around low-cost, tax-efficient asset allocation and risk management, using vehicles such as mutual funds, ETFs, and fixed income. Notably, it charges a fixed $12,500 annual flat fee—no commissions and no AUM-based percentage fees.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRADLEY ANDERSON CLARK
Advisor, Chief Compliance Officer, President
- CRD
- #6499944
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Gregory Joseph Baker JR.
--
- CRD
- #6121230
DANIELLE DABNEY HARMON
--
- CRD
- #5253310
Oak meridian
Momentum vertex alpha
- CRD
- #26086
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,257,399,774 | $784,894 |
| Non-Discretionary | $67,119,284 | $799,039 |
| Total | $1,324,519,058 | $785,598 |
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Separately Managed Accounts
Total SMA Asset: $1,324,519,058
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $754,578,980 | 23.0% |
| Equity - Exchange | $347,762,486 | 10.6% |
| U.S. Government/Agency | $606,943,962 | 18.5% |
| Cash | $334,639,374 | 10.2% |
| Corporate - Investment Grade | $646,313,300 | 19.7% |
| Municipal Bonds | $590,540,070 | 18.0% |
| Total | $3,280,778,172 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK VERTEX | PRIME ZENITH | 08ZN4VSZV | AFP | 3.39% | $34,086,769 |
| SIGNAL VITAL GLACIER | EAGLE QUANTUM | IRLER1EFZ | NUFQ | 9.90% | $105,994,967 |
| HORIZON EMBER CAPITAL | ATLAS FOCUS | OZ45DFJUE | PHCE | 1.45% | $67,796,567 |
| VITAL OAK LEGACY | FRONTIER WAVE | 6ND1YOIZO | LETLG | 6.36% | $93,621,767 |
| CATALYST CAPITAL CAPITAL | FOCUS ELEMENT | H9PJQ2YYK | OAROL | 12.10% | $33,670,587 |
| PIONEER HARBOR ALPHA | UNISON DELTA | WFVDDO8RR | TWZMB | 2.91% | $97,622,780 |
| CAPITAL HARBOR RIDGE | CAPITAL VERTEX | KPMDMQRCS | ESP | 7.62% | $83,962,441 |
| VITAL VALUE | NORTH GLACIER | DNVLFFZ53 | QERJB | 12.41% | $91,994,318 |