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-structured registered investment adviser, in operation since 1986. The firm serves both individual and family clients as well as institutional investors, delivering discretionary portfolio management across households, investment companies, and businesses or institutions. Its fee model is based on a percentage of assets under management. The firm reports relationships and activities across the financial services ecosystem, including broker-dealer links, trust and banking affiliations, insurance company and pension consulting roles, and sponsorship or management roles in pooled vehicles. Clark Capital identifies as non-ESG active and is not flagged as a multi-state adviser in the available filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4
Kieran Clark
EVP, Chief Investment OfficerCRD 2439549
Chris Cullen
EVP, Chief Distribution OfficerCRD 4880348
Brendan Clark
CEOCRD 4930585
Contacts
3 of 4
Conor 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 246Active vs passive
$5.9B in ETFs
76%
$4.5B
1%
$1.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG) | BlackRock | Passive | High Yield Bond | $1.5B | 18,889,629 | 25.56% |
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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