Wealth manager, bank-affiliated · Philadelphia, PA
Clark Capital Management Group Inc
SEC-registered investment adviser · CRD 104796 · SEC 801-28445
At a glance
Clark Capital Management Group Inc is an SEC-registered investment adviser based in Philadelphia, Pennsylvania, with $35.7 billion in regulatory assets under management as of its Form ADV filed May 22, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 35,290 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 58th of 8,915 wealth managers and 573rd of 17,210 SEC-registered advisers by assets.
Main office 215-569-2224ccmg.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $36B
- Rank among wealth managers
- #58 of 8,915
- Rank among all SEC RIAs
- #573 of 17,210
- Rank in Pennsylvania
- #21 of 564
- Individual clients
- 35,290
- High-net-worth clients
- 6,706
- Accounts
- 36,013
- Discretionary
- 100% of AUM
- Employees
- 151
- Advisory staff
- 20
- Offices
- 1
Owners and executives on its Form ADV
- Harry J. ClarkFounder and Chairman Emeritus
- Colene E. BittoneExecutive Vice President of Corporate Culture
- Brendan M. ClarkChief Executive Officer
- Kieran S. ClarkExecutive Vice President, Chief Investment Officer
- Conor L. MullanExecutive Vice President, Chief Compliance Officer, General Counsel
- Christopher J. CullenExecutive Vice President, Chief Distribution Officer
- Chad G. PainterExecutive Vice President, Chief Operating Officer
- Matt E. GordonExecutive Vice President, Chief Technology Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Clark Capital Management Group Inc is a hybrid RIA: 50 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Carillon Fund Distributors, Inc., Cebile Capital LLP, Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Raymond James Investment Services Limited, Raymond James Limited and Sumridge Partners, LLC.
- Carillon Fund Distributors, Inc. ↗CRD 139749
- Cebile Capital LLP
- Raymond James & Associates, Inc. ↗CRD 705
- Raymond James Financial Services, Inc. ↗CRD 6694
- Raymond James Investment Services Limited
- Raymond James Limited
- Sumridge Partners, LLC ↗CRD 152437
Its Form ADV brochure (filed May 2026) names Raymond James & Associates and Carillon Fund Distributors as the broker-dealer its advisers are registered with.
Also updated to clarify that certain Clark Capital supervised persons are registered, or have an application pending to register, as a registered representative of Raymond James & Associates, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 6,706 | $14B | 39% |
| Individuals | 28,584 | $11B | 31% |
| Investment companies | 4 | $8.7B | 24% |
| Corporations or other businesses | 390 | $1.3B | 4% |
| Pension and profit sharing plans | 184 | $403M | 1% |
| Charitable organizations | 145 | $402M | 1% |
Disciplinary disclosures
Clark Capital Management Group Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗ccmg.com ↗
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The full record on Clark Capital Management Group Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 117 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does Clark Capital Management Group Inc manage?
Clark Capital Management Group Inc reports $35.7 billion in regulatory assets under management across 36,013 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 22, 2026.
What kind of firm is Clark Capital Management Group Inc?
Clark Capital Management Group Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Clark Capital Management Group Inc’s clients?
By assets, its largest client types are high-net-worth individuals ($13.7 billion, 6,706 clients); individuals ($11.1 billion, 28,584 clients); investment companies ($8.7 billion, 4 clients).
Does Clark Capital Management Group Inc have any disciplinary history?
Clark Capital Management Group Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Clark Capital Management Group Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →