Clark Asset Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.3B
Discretionary
$1.3B
95% of AUM
Avg account
$786K
Accounts
1,686
Employees
9
Advisory reps
8

Firm details

Headquarters
,
CRD number
284480
Registered since
March 8, 2021
Website
bradleyclark.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Fixed Fees
Client types
  • HNWI99.55%
  • Individuals0.45%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Clark Asset Management, LLC is an independent, SEC-registered registered investment adviser that operates as a limited liability company and is owned by an individual. The firm provides fee-based wealth management for individual and family clients, emphasizing financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. It identifies itself as a capital allocator and uses a fixed-fee billing approach. Clark does not list active ESG investing among its preferences. The firm was registered with the SEC in 2021 and was included in Citywire’s "50 Growers Across America" accolade in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 11%, US Government Bonds 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities11%
  • US Government Bonds2%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Bradley Clark

    Bradley Clark

    CEO & FounderCRD 6499944

Contacts

3 of 7
  • Danielle Harmon

    Danielle Harmon

    Principal & OwnerCRD 5253310

  • Neal Heslor

    Neal Heslor

    Financial PlannerCRD 5009061

  • Erin Mcclain

    Erin Mcclain

    Lead Financial PlannerCRD 5166083

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 184

Active vs passive

$985M in ETFs

Passive

96%

$941M

Active

3%

$44.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$164M2,557,18116.63%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth