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Clark Asset Management, LLC

● SEC registered since 2021CRD 284480SEC# 801-120465
Export (members)
Reg. AUM
$1.32B
Employees
9
Accounts
1,686
Location

Clark Asset Management, LLC assets under management

Clark Asset Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $1.3 billion in regulatory assets under management and employs 9 people.

Clark Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Bradley Anderson Clark ControlPresident And Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Clark Asset Management, LLC manage?

Clark Asset Management, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Clark Asset Management, LLC have?

Clark Asset Management, LLC reports 9 employees.

Does Clark Asset Management, LLC disclose fund performance?

Clark Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone603-237-1341
Fax888-731-7290
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.32B▲ 70%
Mar '25 — $778.3MApr '25 — $778.3MMay '25 — $778.3MJun '25 — $778.3MJul '25 — $778.3MAug '25 — $778.3MSep '25 — $778.3MOct '25 — $778.3MNov '25 — $778.3MDec '25 — $778.3MJan '26 — $778.3MFeb '26 — $778.3MMar '26 — $1.32BApr '26 — $1.32BMay '26 — $1.32BJun '26 — $1.32B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$1.32Bregulatory AUM
Discretionary $1.26BNon-discretionary $67.1M