Data / Investment advisers / Pennsylvania / Clark Capital Management Group Inc
Clark Capital Management Group Inc, Philadelphia, PA: $35.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Clark Capital Management Group Inc is an SEC registered investment adviser with its main office in Philadelphia, Pennsylvania and reports $35.7 billion in regulatory assets under management in its Form ADV filed October 6, 2026. Its clients include high net worth individuals, individuals and investment companies. It is paid through a percentage of assets under management.
The request: Watch Clark Capital Management Group Inc (CRD number 104796): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 104796
- SEC file number
- 801-28445
- SEC status
- Approved, effective December 9, 1986
- Main office
- One Liberty Place, 53rd Floor 1650 Market Street, Philadelphia, PA 19103
- Phone
- (215) 569-2224
- Website
- ccmg.com
- Regulatory AUM
- $35,687,719,134 in the Form ADV filed October 6, 2026
- Discretionary AUM
- $35,687,719,134
- Accounts
- 36,013
- Employees
- 151, of which 20 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6,706 | $13.75 billion |
| Individuals (other than high net worth individuals) | 28,584 | $11.15 billion |
| Investment companies | 4 | $8.73 billion |
| Corporations or other businesses | 390 | $1.27 billion |
| Pension and profit sharing plans | 184 | $402.8 million |
| Charitable organizations | 145 | $402 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $35.69 billion | March 31, 2026 |
| December 1, 2025 | $30.55 billion | March 26, 2025 |
Other advisers in Philadelphia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Nomura Investment Management Business Trust | Philadelphia | $144.04 billion | 2 | adviserinfo.sec.gov |
| Janney Montgomery Scott LLC | Philadelphia | $110.11 billion | Not listed | adviserinfo.sec.gov |
| Brandywine Global Investment Management, LLC | Philadelphia | $65.44 billion | 15 | adviserinfo.sec.gov |
| Abrdn Inc. | Philadelphia | $41.48 billion | 25 | adviserinfo.sec.gov |
| Xponance LLC | Philadelphia | $24.27 billion | Not listed | adviserinfo.sec.gov |
| Fs/Kkr Advisor, LLC | Philadelphia | $16.10 billion | Not listed | adviserinfo.sec.gov |
| Mycio Wealth Partners, LLC | Philadelphia | $15.78 billion | 5 | adviserinfo.sec.gov |
| Cooke & Bieler, L.P. | Philadelphia | $10.56 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Philadelphia, PA
- Investment advisers in Pennsylvania
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Clark Capital Management Group Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.