# Clark Capital Management Group Inc

> Clark Capital Management Group Inc is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 1986, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 104796
- Filed as: CLARK CAPITAL MANAGEMENT GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104796
- AdvisorCensus page: https://advisorcensus.com/firm/clark-capital-management-group-inc-philadelphia-pa-104796

## Quick answers

**How is Clark Capital Management Group Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Clark Capital Management Group Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Clark Capital Management Group Inc located?**
Clark Capital Management Group Inc's principal office is in Philadelphia, PA, according to its Form ADV.

**Is Clark Capital Management Group Inc registered with the SEC or a state?**
Clark Capital Management Group Inc is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 104796.

**How much does Clark Capital Management Group Inc manage?**
Clark Capital Management Group Inc reports $35,687,719,134 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).

**How have Clark Capital Management Group Inc's assets and staff changed since 2021?**
In the Form ADV data for Clark Capital Management Group Inc: Regulatory assets under management: $17,305,230,507 in the October 2021 data and $35,687,719,134 in the October 2026 data, up 106%. Total employees: 110 in October 2021 and 151 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clark Capital Management Group Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28,584); high net worth individuals (6,706); corporations or other businesses not listed above (390).

**Which custodians does Clark Capital Management Group Inc use?**
Clark Capital Management Group Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Clark Capital Management Group Inc report any disciplinary disclosures?**
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/104796

**What changed in Clark Capital Management Group Inc's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $35,687,719,134
- Discretionary: $35,687,719,134
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28,584 | $11,145,078,777 |
| High net worth individuals | 6,706 | $13,746,250,037 |
| Investment companies | 4 | $8,725,753,357 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 184 | $402,847,446 |
| Charitable organizations | 145 | $402,012,984 |
| Corporations or other businesses not listed above | 390 | $1,265,776,533 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1986 (39 years)
- Employees: 151 total, 20 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ccmg.com
- clarkcapitalcares.com
- navigatorfund.com
- navigatorfunds.com
- LinkedIn @clark-capital-management-group
- X @clarkcapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $17,305,230,507 | 110 | March 31, 2021 |
| October 2022 | $22,847,402,082 | 123 | August 2, 2022 |
| October 2023 | $21,934,965,431 | 129 | March 28, 2023 |
| October 2024 | $25,930,824,625 | 140 | March 26, 2024 |
| October 2025 | $30,554,307,219 | 151 | March 26, 2025 |
| October 2026 | $35,687,719,134 | 151 | May 22, 2026 |

Regulatory assets under management: $17,305,230,507 in the October 2021 data and $35,687,719,134 in the October 2026 data, up 106%.
Total employees: 110 in October 2021 and 151 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 23 to 20.
- Regulatory assets under management went from $30,554,307,219 to $35,687,719,134 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clark Capital Management Group Inc (CRD 104796): Form ADV filing data as of October 2026.