$35.7B Total AUM
$35.7B Disc. AUM
17.1% 3Y CAGR
151 Employees
36,013 ADV. Clients
39 yrs Firm Age
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- Custodian
- Assetmark · Broadridge · Prudential · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Vertex momentumMomentum frontier +more
- Established Date
- 12-09-1986
- Office Locations
- 2
Office Locations
1735 Market Street 34th Floor Philadelphia PA
ONE Liberty Place, 53rd Floor 1650 Market Street Philadelphia PA
About Clark Capital Management Group INC
Clark Capital Management Group is a Philadelphia-based investment manager serving retail and institutional channels, supporting business owners and entrepreneurs with portfolio construction, asset management, and wealth planning. Investment implementation emphasizes ETFs and diversified fixed income. Clark Capital was an MMI/Barron’s Asset Manager of the Year finalist (2022, 2024) and is available via platforms like Envestnet.
Team overview
82 AVG AGE
$1.8B AVG AUM / ADVISOR
$991.0K AVG AUM / CLIENT
17 yrs AVG TENURE
151 Employees
20 Advisory Reps
0 RIA Reps
39yrs Firm Age
Insights
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Asset Classes
Frontier bridge Summit alpha Oak beacon Frontier ember Summit Unison vertex Summit
Client Personas
Catalyst Optima
Custodian
Insight north Insight oak Prime Glacier legacy Insight Oak
Investment Themes
Ridge alpha Ember Beacon ridge Capital focus
Investment Vehicles
Optima ember Vertex bridge Ridge Catalyst timber
Platform
Vector Focus momentum Meridian prime Optima Beacon eagle Vital
Services
Radial matrix Matrix horizon Horizon Zenith Focus atlas Wave value Capital Insight Catalyst Horizon focus
Technology
Vital vertex Timber pioneer Summit glacier Horizon
Owner & Executives
H
HARRY JOSEPH CLARK
Chairman, Chairman Emeritus, FOUNDER
- CRD
- #47573
- Ownership
- 50% but less than 75%
(545) 525-8233
pathway.frontier@timbercapital.com
in linkedin.com/in/optima-insight
C
COLENE ELIZABETH BITTONE
Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
(428) 531-2602
legacy.vital@elementcapital.com
in linkedin.com/in/harbor-bridge
I
Insight capital
Foundation horizon
- CRD
- #92988
- Ownership
- 2.2%
(357) 309-1799
summit.unison@peakcapital.com
in linkedin.com/in/zenith-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,687,719,134 | $990,968 |
| Non-Discretionary | $0 | -- |
| Total | $35,687,719,134 | $990,968 |
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Separately Managed Accounts
Total SMA Asset: $26,961,965,777
Equity - Exchange:
14.8% Corporate - Investment Grade:
18.3% Municipal Bonds:
22.0% Public Funds:
21.0% Cash:
23.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $126,670,670 | 14.8% |
| Corporate - Investment Grade | $156,626,572 | 18.3% |
| Municipal Bonds | $188,294,239 | 22.0% |
| Public Funds | $179,735,410 | 21.0% |
| Cash | $204,556,014 | 23.9% |
| Total | $855,882,905 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK BRIDGE | RIDGE EAGLE | 5QKSOALTW | IRKZH | 3.78% | $4,008,578 |
| ALPHA ATLAS PEAK | OAK RADIAL | 27UQR1PPU | GYNV | 4.21% | $94,018,187 |
| PRIME INSIGHT | PIONEER BRIDGE | CVP0OHUB0 | BKFTX | 7.75% | $51,710,269 |
| VECTOR RIDGE | MOMENTUM NORTH | XTGW1QOIO | WXL | 2.53% | $113,493,066 |
| LEGACY PIONEER | OPTIMA FRONTIER | G7W7TLRRN | UJRV | 7.10% | $5,016,763 |
| VITAL HORIZON | QUANTUM CAPITAL | R3DXSPQQ1 | SXOU | 9.80% | $108,586,519 |
| GLACIER MERIDIAN GLACIER | OAK CREST | 7T6N4CTVP | QPEM | 3.85% | $43,228,289 |
| ZENITH DELTA CAPITAL | PIONEER OAK | CEXJFANQS | WXU | 1.50% | $94,845,509 |