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Clark Asset Management

Also known as clark

Wealth ManagerPortsmouth, United StatesFounded 2016
Portsmouth
Headquarters
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Investment Focus

About Clark Asset Management

We are a fiduciary firm offering wealth management for a flat fee through an evidence-based investing approach so our clients can enjoy a stronger retirement.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Clark Asset Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.3B
Total Clients
1,686
Filing Date
April 22, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Clark Asset Management across SEC, IRS, DOL and international registers — newest first.

13F
Clark Asset Management, LLC
Jul 7, 2026 · 2026 Q2
$1.3B
FORM ADV
CLARK ASSET MANAGEMENT, LLC
Apr 22, 2026
$1.3B
13F
Clark Asset Management, LLC
Apr 16, 2026 · 2026 Q1
$1.1B
FORM ADV
THE CLARK GROUP ASSET MANAGEMENT
Mar 6, 2026
$343.9M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Clark Asset Management?

Clark Asset Management is a wealth manager based in Portsmouth, United States.

Where is Clark Asset Management headquartered?

Clark Asset Management is headquartered in Portsmouth, United States.

When was Clark Asset Management founded?

Clark Asset Management was founded in 2016.

How can I contact Clark Asset Management?

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