{
  "crd_number": 284480,
  "slug": "clark-asset-management-llc-284480",
  "primary_business_name": "CLARK ASSET MANAGEMENT, LLC",
  "legal_name": "CLARK ASSET MANAGEMENT, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-08",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 1324519058.0,
  "raum_discretionary": 1257399774.0,
  "raum_non_discretionary": 67119284.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 14,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5928649.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 1318590409.0,
      "count": 267
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "HI",
    "LA",
    "MA",
    "MT",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://bradleyclark.com",
    "https://facebook.com/bradleyclarkcfp",
    "https://linkedin.com/in/bradleyclarkcfp",
    "https://twitter.com/BradleyClarkCFP",
    "https://youtube.com/@BradleyClarkCFP"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284480",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/clark-asset-management-llc-284480",
  "display_name": "Clark Asset Management, LLC",
  "summary": "Clark Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.",
  "citation": "AdvisorCensus. Clark Asset Management, LLC (CRD 284480): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Clark Asset Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clark Asset Management, LLC reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Clark Asset Management, LLC registered with the SEC or a state?",
      "a": "Clark Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 284480."
    },
    {
      "q": "How much does Clark Asset Management, LLC manage?",
      "a": "Clark Asset Management, LLC reports $1,324,519,058 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (95% discretionary)."
    },
    {
      "q": "How have Clark Asset Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Clark Asset Management, LLC: Regulatory assets under management: $102,555,218 in the October 2021 data and $1,324,519,058 in the October 2026 data, up 1192%. Total employees: 4 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Clark Asset Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (267); individuals (other than high net worth individuals) (8)."
    },
    {
      "q": "Which custodians does Clark Asset Management, LLC use?",
      "a": "Clark Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Clark Asset Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284480"
    },
    {
      "q": "What changed in Clark Asset Management, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 6 to 8."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 102555218.0,
      "total_employees": 4,
      "filing_date": "2021-05-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 199376740.0,
      "total_employees": 8,
      "filing_date": "2022-03-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 281806711.0,
      "total_employees": 8,
      "filing_date": "2023-08-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 457305856.0,
      "total_employees": 8,
      "filing_date": "2024-07-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 778339310.0,
      "total_employees": 9,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1324519058.0,
      "total_employees": 14,
      "filing_date": "2026-10-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 8."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in HI, NE, OR, SC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $778,339,310 to $1,324,519,058 (+70%).",
        "Added an office in Radnor, PA.",
        "Registered or notice-filed in CO, LA, NJ, OH, VA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/clark-asset-management-llc-284480.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 5928649.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 267,
      "fewer_than_5": false,
      "raum": 1318590409.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284480",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}