SourcingSourcing

CLARK CAPITAL MANAGEMENT GROUP INC

B53
CRD 104796·SEC 801-28445·PHILADELPHIA, PA
AUM
$35.69B
$1B+
Est. Revenue
$356.9M
@ 1% on AUM
Est. EBITDA
$107.1M
@ 30% margin
Est. Deal Value
$856.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLARK CAPITAL MANAGEMENT GROUP INC
CRD
104796
SEC file #
801-28445
EIN
232420504
DBA names
—

Economics

AUM
$35.69B
AUM band
$1B+
AUM trajectory
'20'26
$10.10B → $35.69B▲ +253%
Client mix
Individuals Other28,584
Individuals High Net Worth6,706
Corporations390
Pension Profit Sharing Plans184
Charitable Organizations145

Operations

Employees (total)
151
Advisory staff (per ADV)
20
Advisory staff (5-yr trend)
'20'26
20 advisors → 20 advisors▬ 0%
Primary office
PHILADELPHIA PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
ccmg.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLARK, HARRY, JOSEPH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
15
Control Persons
CLARK, HARRY, JOSEPH
BITTONE, COLENE, ELIZABETH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CCMG.COM
Rdap Domain Creation Date
1995-12-21T05:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Participants
312
Form 5500 Total Compensation
106,664
Form 5500 Compensation Trajectory 3y
2025106,664
20240
Form 5500 Plan Count Trajectory 3y
20242
20251
Schedule C Total Compensation
106,664
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001352187
Edgar Registered
Yes
Edgar Filing Count
83
Edgar First Filing Date
2006-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
79
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001398344-26-009246

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Lpl Financial3
Wells Fargo2
Edgar Addresses
Mailing
ONE LIBERTY PLACE, 53RD FLOOR1650 MARKET STREETPHILADELPHIA, PA 19103
Business
ONE LIBERTY PLACE, 53RD FLOOR1650 MARKET STREETPHILADELPHIA, PA 19103
Edgar EIN
232420504
Edgar Recent Filings
13F-HR2026-05-15 · 0001398344-26-009246
13F-HR2026-02-17 · 0001398344-26-003209
Fee Schedule
Bracket I63
Bracket Vi18
Bracket Iv10
Bracket Ix6
Bracket Xi3
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-20T05:00:00Z
Rdap Domain Last Changed
2024-07-08T20:27:32Z
Rdap Nameservers
Joselyn.ns.cloudflare.comLars.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Top Owner CRD
47573
Trust Company Affiliate
No

People (15)

15
CLARK, HARRY, JOSEPH
IAR · Direct Owner · 62.5%
47573
BITTONE, COLENE, ELIZABETH
Direct Owner · 17.5%
4346206
CLARK, BRENDAN, MICHAEL
Direct Owner · 17.5%
4930585
CLARK, KIERAN, SEAN
Direct Owner · 17.5%
2439549
WILLIAMS, DENISE, CLARK
Direct Owner · 17.5%
2293340
CULLEN, CHRISTOPHER, JOSEPH
Executive Officer · 2.5%
4880348
FEATHERMAN, JOHN, ALBERT
Executive Officer · 2.5%
6132528
GORDON, MATT, EDMUND
Executive Officer · 2.5%
7681808
MILES, RICHARD, DONALD
Executive Officer · 2.5%
1208689
MULLAN, CONOR, LEIGH
Executive Officer · 2.5%
6893750
PAINTER, CHAD, GREGORY
Executive Officer · 2.5%
7609000
PFEIFFER, CRAIG, DAVID
Executive Officer · 2.5%
730623
RICHARDS, DAVID, GEORGE
Executive Officer · 2.5%
4669675
ROTH, RALPH, LAWRENCE
Executive Officer · 2.5%
1432179
SCHLARBAUM, GARY, GILBERT
Executive Officer · 2.5%
1794197