# The Clark Group Asset Management

> The Clark Group Asset Management is an SEC-registered investment advisory firm in Dana Point, CA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 164405
- Filed as: THE CLARK GROUP ASSET MANAGEMENT
- Legal name: Pachira Investments, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dana Point, CA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164405
- AdvisorCensus page: https://advisorcensus.com/firm/the-clark-group-asset-management-dana-point-ca-164405

## Quick answers

**How is The Clark Group Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), The Clark Group Asset Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is The Clark Group Asset Management located?**
The Clark Group Asset Management's principal office is in Dana Point, CA, according to its Form ADV.

**Is The Clark Group Asset Management registered with the SEC or a state?**
The Clark Group Asset Management is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164405.

**How much does The Clark Group Asset Management manage?**
The Clark Group Asset Management reports $343,928,504 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (87% discretionary).

**How have The Clark Group Asset Management's assets and staff changed since 2021?**
In the Form ADV data for The Clark Group Asset Management: Regulatory assets under management: $211,711,596 in the October 2021 data and $343,928,504 in the October 2026 data, up 62%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Clark Group Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (284); high net worth individuals (174); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does The Clark Group Asset Management use?**
The Clark Group Asset Management'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.

**Does The Clark Group Asset Management 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/164405

**Does The Clark Group Asset Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "Unless otherwise waived in CGAM’s sole discretion, the Firm requires a minimum account size of $1,000,000 to open an account."

**What changed in The Clark Group Asset Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $291,806,768 to $343,928,504 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Unless otherwise waived in CGAM’s sole discretion, the Firm requires a minimum account size of $1,000,000 to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $343,928,504
- Discretionary: $300,823,360
- Non-discretionary: $43,105,144

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 284 | $83,323,643 |
| High net worth individuals | 174 | $256,919,974 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $3,578,621 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $106,266 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, GA, NC, NE, NV, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clarkgroupam.com
- Facebook @CLARKGROUPAM
- Instagram @CLARKGROUPAM
- LinkedIn @THE-CLARK-GROUP-ASSET-MANAGEMENT
- YouTube @CLARKGROUPAM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $211,711,596 | 5 | February 23, 2021 |
| October 2022 | $247,636,962 | 5 | March 29, 2022 |
| October 2023 | $211,787,636 | 5 | March 30, 2023 |
| October 2024 | $245,444,140 | 5 | March 21, 2024 |
| October 2025 | $291,806,768 | 5 | March 27, 2025 |
| October 2026 | $343,928,504 | 5 | March 6, 2026 |

Regulatory assets under management: $211,711,596 in the October 2021 data and $343,928,504 in the October 2026 data, up 62%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $291,806,768 to $343,928,504 (+18%).

### January 2026
- No longer registered or notice-filed in ID, IL, LA, MI, NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Clark Group Asset Management (CRD 164405): Form ADV filing data as of October 2026.