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- Custodian
- Assetmark · Broadridge · Prudential · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-09-1986
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between March 26, 2025 and May 22, 2026, reported AUM increased 16.8%, from $30.6B to $35.7B.
Across 5 reported observations, AUM increased 56.2% between August 2, 2022 and May 22, 2026, from $22.8B to $35.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 20 advisory representatives and 36,013 clients, or 1,800.7 clients per representative. That equates to $991.0K in reported AUM per client.
The profile lists 2 reported office locations and 39 years in operation. The source data was last updated on May 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
HARRY JOSEPH CLARK
Chairman, Chairman Emeritus, FOUNDER
- CRD
- #47573
- Ownership
- 50% but less than 75%
COLENE ELIZABETH BITTONE
Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
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| 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
SMA allocation detail is available
Clark Capital Management Group INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Clark Capital Management Group INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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