$138.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
313 ADV. Clients
29 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Signal harbor
- Established Date
- 02-16-1997
- Office Locations
- 1
Office Locations
586 Bellerive Drive Suite 2B Annapolis MD
About Clark Company
Clark (clarkconstruction.com) is a commercial builder showcasing large, complex projects across civic, transportation, sports/entertainment, and corporate facilities. Highlighted work includes Amazon’s LEED Platinum Metropolitan Park HQ in Virginia, the CTA rail maintenance facility in Chicago, and the Alamo artifact collections center in San Antonio. The site emphasizes building with a network of qualified trade contractors and suppliers.
Team overview
-- AVG AGE
$138.2M AVG AUM / ADVISOR
$441.5K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
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Asset Classes
Peak Frontier beacon Element Optima
Client Personas
Vital oak
CRM
Insight
Custodian
Zenith insight Frontier focus Pathway eagle Vertex ridge Glacier Element Vital
Platform
Element timber
Services
Wave Catalyst frontier Quantum bridge
Technology
Momentum legacy
Owner & Executives
R
ROBERT OWEN CLARK
CFP, President
- CRD
- #2651161
- Ownership
- 75% or more
(941) 586-5598
eagle.pioneer@foundationcapital.com
in linkedin.com/in/element-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $138,199,213 | -- |
| Total | $138,199,213 | -- |
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Separately Managed Accounts
Total SMA Asset: $138,199,213
Public Funds:
21.7% Cash:
8.9% Equity - Exchange:
11.5% Corporate - Investment Grade:
8.1% Municipal Bonds:
22.2% U.S. Government/Agency:
27.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $833,064,612 | 21.7% |
| Cash | $341,671,661 | 8.9% |
| Equity - Exchange | $441,485,854 | 11.5% |
| Corporate - Investment Grade | $310,959,602 | 8.1% |
| Municipal Bonds | $852,259,649 | 22.2% |
| U.S. Government/Agency | $1,059,566,052 | 27.6% |
| Total | $3,839,007,430 | 100.0% |