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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-15-2016
- Office Locations
- 7
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.
Reported data analysis
What the numbers show
Between September 2, 2025 and April 22, 2026, reported AUM increased 70.2%, from $778.3M to $1.3B.
Across 5 reported observations, AUM increased 564.3% between March 17, 2022 and April 22, 2026, from $199.4M to $1.3B.
Of the latest reported AUM, 94.9% is discretionary and 5.1% is non-discretionary.
The firm reports 6 advisory representatives and 285 clients, or 47.5 clients per representative. That equates to $4.6M in reported AUM per client.
The profile lists 7 reported office locations and 10 years in operation. The source data was last updated on April 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Clark Asset Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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.
Lead Financial Planner
- CRD
- #6121230
DANIELLE DABNEY HARMON
Lead Financial Planner
- CRD
- #5253310
Showing 2 of 7 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
SMA allocation detail is available
Clark Asset Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Clark Asset Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.