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| Clark Capital Management Group Inc
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|---|---|
| CRD # | 104796 |
| SEC # | 801-28445 |
| CIK # | 0001352187 |
| AUM | 35.69 B (2026-05-22) |
| Employees | 151 (13% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-569-2224 |
| Address | One Liberty Place, 53rd Floor Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001352187 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Apple Inc | 0.4 | ||
| Microsoft Corp | 0.3 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Johnson & Johnson | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| Nvent Electric PLC | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Ace Ltd | 0.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.2 | ||
| Morgan Stanley | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| CBOE Holdings Inc | 0.2 | ||
| Parker Hannifin Corp | 0.1 | ||
| American Express Co | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Sterling Construction Co Inc | 0.1 | ||
| Emcor Group Inc | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| Astrazeneca PLC | 0.1 | ||
| Halliburton Co | 0.1 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Navigator Fixed Income Total Return Fund Limited | 2013-11-15 | 1.1 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28,584 | 11.1 |
| (b) Individuals (high net worth individuals) | 6,706 | 13.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 8.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 184 | 0.4 |
| (h) Charitable organizations | 145 | 0.4 |
| (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 | 390 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 36,013 | 35.7 |
| By Discretionary | ||
| Discretionary | 36,013 | 35.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 36,013 | 35.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 35.7 | |
| Total | 36,013 | 35.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001352187] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.2B |
| Serves | Institutional, Retail |
| LEI | 549300S8H7HQWRDTYJ79 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealthspire Retirement LLC
✚
|
CA | 38.61 B |
|
Silchester International Investors LLP
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|
38.57 B | |
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Voya Retirement Advisors LLC
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CT | 37.47 B |
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ASB Capital Management LLC
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MD | 36.68 B |
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Beutel Goodman & Company Ltd
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36.11 B | |
|
Government Portfolio Advisors LLC
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OR | 35.09 B |
|
Fayez Sarofim & Co LLC
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TX | 35.07 B |
|
Stancorp Investment Advisers Inc
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|
OR | 34.50 B |
|
Steward Partners Investment Advisory LLC
✚
|
CT | 33.52 B |
|
BNY Mellon Advisors Inc
✚
|
NY | 33.48 B |