CLARK CAPITAL MANAGEMENT GROUP INC
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 104796
- Registered since
- December 9, 1986
- Website
- ccmg.com
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM
- Client types
- HNWI38.52%
- Individuals31.23%
- Investment Companies24.45%
- Corporations / Businesses3.55%
- Pension & Profit Sharing Plans1.13%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Clark Capital Management Group Inc. is a corporate investment adviser that has been SEC-registered since 1986. The firm manages portfolios for individuals and families as well as institutional clients, offering discretionary portfolio management across separate accounts and investment company mandates. Its fee schedule is percentage-of-AUM based. Clark Capital lists a range of industry roles and relationships — including broker-dealer activity, municipal advisory relationships, trust and banking affiliations, insurance company links, and sponsorship roles for private pooled vehicles — indicating a broad set of distribution and operational touchpoints rather than a single narrow business line. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Investment Grade Corp Bonds18%
- State & Local Bonds10%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4KIERAN CLARK
EVP, Chief Investment OfficerCRD 2439549
CHRISTOPHER CULLEN
EVP, Chief Distribution OfficerCRD 4880348
BRENDAN CLARK
CEOCRD 4930585
Contacts
3 of 4CONOR MULLAN
EVP, General CounselCRD 6893750
MATT GORDON
Executive Vice PresidentCRD 7681808
HARRY CLARK
PresidentCRD 47573
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 219Active vs passive
$5.3B in ETFs
76%
$4.1B
1%
$1.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG) | BlackRock | Passive | High Yield Bond | $1.5B | 18,968,084 | 28.24% |
Location
PHILADELPHIA, PA
PHILADELPHIA
Location
PHILADELPHIA, PA
Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- PHILADELPHIA
- Address
- 1 Liberty Pl 53 Road Market St
- Time zone
- ET (UTC-5)
- Office locations
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