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| Clark Asset Management LLC
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|
|---|---|
| CRD # | 284480 |
| SEC # | 801-120465 |
| CIK # | 0002062026 |
| AUM | $1.3 B (2026-04-22) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 603-237-1341 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 34.2 | ||
| Amazon Com Inc | 9.3 | ||
| Microsoft Corp | 9.1 | ||
| Nvidia Corp | 8.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 5.9 |
| (b) Individuals (high net worth individuals) | 267 | 1,318.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,686 | 1,324.5 |
| By Discretionary | ||
| Discretionary | 1,602 | 1,257.4 |
| Non-Discretionary | 84 | 67.1 |
| Total | 1,686 | 1,324.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.0 | |
| United States Persons | 1,319.5 | |
| Total | 1,686 | 1,324.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002062026] |
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|---|---|---|
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Inspire Advisors LLC
✚
|
ID | 1.3 |
|
Geometric Wealth Advisors LLC
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1.3 | |
|
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Steigerwald Gordon & Koch Inc
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|
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LVM Capital Management Ltd
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