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 wealth manager that has been registered with the SEC since 1986. The firm serves both individual/family clients and institutional accounts, charging advisory fees as a percentage of assets under management. Its core advisory work centers on portfolio management for individuals and small businesses, investment companies, and other business or institutional clients. Clark Capital is not positioned as a capital allocator and does not identify as an active ESG investor. The firm maintains a range of industry relationships that include broker‑dealer, other investment adviser, registered municipal advisor, banking/thrift institution, trust company, insurance company, and sponsor roles for pooled investment vehicles.
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
Brendan Clark
CEOCRD 4930585

Kieran Clark
EVP, Chief Investment OfficerCRD 2439549

Chris Cullen
EVP, Chief Distribution OfficerCRD 4880348
Contacts
3 of 5
Peter Lydzinski
Director, Senior Compliance ManagerCRD 4459773

Harry Clark
PresidentCRD 47573

Colene Bittone
Executive Vice PresidentCRD 4346206
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 245Active 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 | 25.57% |
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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