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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CLARK ASSET MANAGEMENT, LLC

CRD 284480

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9d435340-6c5c-33f9-cab2-399c168fcd8a

Data as of Apr 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 9
On other graphs: 0
Observed: Feb 5, 2021 to Apr 22, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-04-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $189Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 1,686
Individual clients: 8
High net worth clients: 267
Custody, client assets: $123M
SEC number: 801-120465
CRD: 284480
Filings on the tape: 16
First filed: Feb 5, 2021
Latest filed: Apr 22, 2026
Organised: Limited Liability Company, NH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRADLEY ANDERSON CLARK	Certified Financial Planner	STRATHAM, NH	10	13	1	no
MICHAEL A LEVY	Certified Financial Planner	STRATHAM, NH \| Broomall, PA	3	11	2	no
NEAL TODD HESLOR	n/a	ONTARIO, NY \| STRATHAM, NH	2	21	2	no
Kary Jean Meschke	Certified Financial Planner	Billings, MT \| STRATHAM, NH	1	11	1	no
Gregory Joseph Baker	Certified Financial Planner	Palmetto, FL \| STRATHAM, NH	1	15	2	no
DANIELLE DABNEY HARMON	Certified Financial Planner	SIMPSONVILLE, SC \| STRATHAM, NH	0	18	5	no
ERIN PEMBER MCCLAIN	Certified Financial Planner	STRATHAM, NH \| Wenonah, NJ	0	14	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLARK, BRADLEY, ANDERSON	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	06/2016	Feb 5, 2021	Jul 30, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Andover	Ma	United States	1	no
Waltham	Ma	United States	1	no
Arlington	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$1.3B	$1.3B	9	6	5	n/a	n/a
2024	Mar 20, 2025	$778M	$750M	9	6	4	n/a	n/a
2023	Feb 29, 2024	$457M	$439M	8	4	3	n/a	n/a
2022	Mar 15, 2023	$282M	$278M	8	3	4	n/a	n/a
2021	Mar 17, 2022	$199M	$194M	8	3	4	n/a	n/a
2020	Mar 15, 2021	$103M	$98.2M	4	3	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	7	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$778M	70.2%	$282M	67.5%	9	9	5	4

Relationships

Registered with (13)

← ERIN PEMBER MCCLAINAdvisorregistration: current employment
Apr 10, 2026 to presentfactForm ADV
← DANIELLE DABNEY HARMONAdvisorregistration: previous registration
Nov 20, 2018 to Jun 8, 2020factForm ADV
← Gregory Joseph BakerAdvisorregistration: current employment
Sep 17, 2025 to presentfactForm ADV
← Kary Jean MeschkeAdvisorregistration: current employment
Apr 1, 2025 to presentfactForm ADV
← NEAL TODD HESLORAdvisorregistration: current employment
Jan 2, 2024 to presentfactForm ADV
← MICHAEL A LEVYAdvisorregistration: current employment
Aug 28, 2023 to presentfactForm ADV
← BRADLEY ANDERSON CLARKAdvisorregistration: current employment
Aug 15, 2016 to presentfactForm ADV
← RYAN PATRICK MACKAdvisorregistration: previous registration
Apr 22, 2025 to May 23, 2025factForm ADV
← Christopher Sean BrownAdvisorregistration: previous registration
Aug 8, 2024 to Feb 7, 2025factForm ADV
← MARIA GIAMPIETROAdvisorregistration: previous registration
Jul 7, 2023 to Oct 11, 2023factForm ADV
← MATTHEW CHARLES SMITHAdvisorregistration: previous registration
Nov 18, 2020 to Sep 12, 2022factForm ADV
← TAD ALAN HERRINGTONAdvisorregistration: previous registration
Jun 2, 2021 to Sep 8, 2022factForm ADV
← PATRICIA ANN KOLLATHAdvisorregistration: previous registration
Apr 25, 2019 to Mar 9, 2020factForm ADV

Controls (1)

← CLARK, BRADLEY, ANDERSONOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 5, 2021 to Jul 30, 2024factForm ADV

Dated events

Occurred
Mar 29, 2026
Regulatory AUM changed
Clark Asset Management, Llc reported RAUM $1.3B, up 70% from $778.3M (2025-09-02 to 2026-03-29)
Form ADVobserved 4 days ago
$546M
Occurred
May 23, 2025
Advisor changed firm
Ryan Patrick Mack left Clark Asset Management, Llc for Q3 Advisors, Llc (registered 2025-08-27)
Form ADVobserved 4 days ago
Occurred
Mar 20, 2025
Regulatory AUM changed
Clark Asset Management, Llc reported RAUM $778.3M, up 70% from $457.3M (2024-07-30 to 2025-03-20)
Form ADVobserved 4 days ago
$321M
Occurred
Feb 7, 2025
Advisor changed firm
Christopher Sean Brown left Clark Asset Management, Llc for Root Financial Partners (registered 2025-03-06)
Form ADVobserved 4 days ago
Occurred
Feb 29, 2024
Regulatory AUM changed
Clark Asset Management, Llc reported RAUM $457.3M, up 62% from $281.8M (2024-01-02 to 2024-02-29)
Form ADVobserved 4 days ago
$175M
Occurred
Oct 11, 2023
Advisor changed firm
Maria Giampietro left Clark Asset Management, Llc for Commonwealth Financial Network (registered 2024-01-02)
Form ADVobserved 4 days ago
Occurred
Sep 12, 2022
Advisor departed, no destination yet
Matthew Charles Smith no longer registered at Clark Asset Management, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Sep 8, 2022
Advisor changed firm
Tad Alan Herrington left Clark Asset Management, Llc for Sws Partners, Llc (registered 2023-07-10)
Form ADVobserved 4 days ago
Occurred
Feb 5, 2021
First Form ADV filing
Clark Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d435340-6c5c-33f9-cab2-399c168fcd8a
First observed: Feb 5, 2021
Last observed: Apr 22, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLARK ASSET MANAGEMENT, LLC

CRD 284480

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9d435340-6c5c-33f9-cab2-399c168fcd8a

Data as of Apr 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:53 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRADLEY ANDERSON CLARK

Certified Financial Planner

STRATHAM, NH

MICHAEL A LEVY

Certified Financial Planner

STRATHAM, NH | Broomall, PA

NEAL TODD HESLOR

n/a

ONTARIO, NY | STRATHAM, NH

Kary Jean Meschke

Certified Financial Planner

Billings, MT | STRATHAM, NH

Gregory Joseph Baker

Certified Financial Planner

Palmetto, FL | STRATHAM, NH

DANIELLE DABNEY HARMON

Certified Financial Planner

SIMPSONVILLE, SC | STRATHAM, NH

ERIN PEMBER MCCLAIN

Certified Financial Planner

STRATHAM, NH | Wenonah, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLARK, BRADLEY, ANDERSON

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

06/2016

Feb 5, 2021

Jul 30, 2024

City

State

Country

Employees

Also broker-dealer

Andover

United States

Waltham

United States

Arlington

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$1.3B

n/a

2024

Mar 20, 2025

$778M

$750M

n/a

2023

Feb 29, 2024

$457M

$439M

n/a

2022

Mar 15, 2023

$282M

$278M

n/a

2021

Mar 17, 2022

$199M

$194M

n/a

2020

Mar 15, 2021

$103M

$98.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.3B

$778M

70.2%

$282M

67.5%