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THE CLARK GROUP ASSET MANAGEMENT

DANA POINT, CA · CRD 164405 · IAPD ↗ · 949-558-3898

$343.9MRegulatory AUM
3Advisory reps
5Employees
1Clients
26-50Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — THE CLARK GROUP ASSET MANAGEMENT reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
April 2024 — THE CLARK GROUP ASSET MANAGEMENT notice-filed in IL, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.