Clark Capital Management Group

What Clark Capital Management Group does

Clark Capital Management Group, Inc. is a Philadelphia-based independent investment adviser founded in 1986 that manages $45.8 billion in discretionary and non-discretionary assets as of March 31, 2026. The firm distributes its services exclusively through independent financial advisors and RIAs, supported by a regional consultant network covering Midwest, Eastern U.S., Northeast, Southwest, Southern California, and Southeast territories. In May 2026, Clark Capital was acquired by Raymond James Financial and now operates as an independent boutique within Raymond James Investment Management, retaining its brand, leadership team, and investment autonomy. CEO Brendan M. Clark, Executive Chairman Harry Clark, and CIO Sean Clark continue to lead the firm post-acquisition.

The firm's core offering is the Navigator® investment strategy suite — a 15+ strategy proprietary platform spanning bottom-up fundamental equity strategies (All Cap Core, High Dividend, International ADR, Small Cap, SMID Cap, Large Cap Growth), fixed income strategies (Taxable, Tax-Free, Fixed Income Total Return), and top-down quantitative tactical strategies (Global Tactical, MultiStrategy, U.S. Style Opportunity, U.S. Sector Opportunity, U.S. Strategic Beta, Global Risk Management, Alternative). The architecture is anchored by two proprietary frameworks: the Economic Gauges quarterly market assessment system and a Quantitative Risk Management Model that identifies risk-on/risk-off environments to drive tactical allocations. Adjacent services include unified managed accounts, wealth planning, and tax-efficient investing offered through the High Net Worth Solutions and Wealth Planning Services lines. The Navigator® mark is a registered trademark.

Clark Capital's revenue model is a classic asset-based subscription structure: investment advisory fees are charged as a percentage of assets under management and disclosed in Form ADV Part 2A and Form CRS. The firm is registered under the Investment Advisers Act of 1940. Marketing is content-led, leveraging economic and market commentary, webcasts (Office Hours, LIVE FROM PHILLY advisor events), benchmark reviews, and an active social presence to drive advisor engagement. The firm has received multiple industry awards including four Money Management Institute/Barron's Asset Manager of the Year recognitions (2020, 2021, plus 2022 and 2024 finalist), InvestmentNews Asset Manager of the Year and Excellence in Philanthropy awards in 2026, and seven consecutive Philadelphia Business Journal Best Places to Work awards (2019-2025).

Name

Clark Capital Management Group

Legal name

Clark Capital Management Group, Inc.

Website

https://ccmg.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

101–250 employees

Short description

Clark Capital Management Group is a Philadelphia-based independent investment adviser founded in 1986, managing $45.8 billion across its proprietary Navigator® strategy suite for independent financial advisors and their high net worth clients. The firm operates as an independent boutique within Raymond James Investment Management following its May 2026 acquisition.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Discretionary Portfolio Management (Retail) (FSAAAAAH)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Investment management
• Asset management
• Wealth management services
• Portfolio management
• Investment advisory

Headquarters

HQ city

Philadelphia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Investment Advisory Fees: Clark Capital generates revenue through investment advisory fees charged to clients, typically calculated as a percentage of assets under management. The firm is registered as an investment adviser under the Investment Advisers Act of 1940 and discloses fees in Form ADV documents.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Clark Capital Management Group is a registered investment adviser that delivers a proprietary suite of Navigator® investment strategies (equity, fixed income, multi-asset, alternatives, and tactical) alongside high net worth wealth planning and unified managed account services. Its offerings are distributed exclusively through independent financial advisors and RIAs, supported by regional consultant teams across the United States.

Product overview

Clark Capital Management Group is an independent investment adviser offering a comprehensive suite of Navigator® investment strategies. The firm's core product architecture consists of bottom-up fundamental equity strategies (All Cap Core, High Dividend, International ADR), fixed income strategies (Taxable, Tax-Free), and top-down quantitative tactical strategies (Global Tactical, MultiStrategy, Style Opportunity). These strategies are designed to work independently or in combination, allowing advisors to build customized portfolios for clients. The Navigator® platform spans U.S. and international equities, taxable and tax-free fixed income, alternative investments, and multi-asset allocations, with specialized offerings for high net worth clients including unified managed accounts and wealth planning services.

Differentiator

Problem solved

Functional benefit

Brands

• Navigator®: A suite of investment strategies including Navigator® All Cap Core U.S. Equity, Navigator® High Dividend Equity, Navigator® International Equity/ADR, Navigator® Taxable Fixed Income, Navigator® Tax-Free Fixed Income, Navigator® Global Tactical, Navigator® MultiStrategy, Navigator® U.S. Style Opportunity, and others.

Products and services

• Navigator® All Cap Core U.S. Equity An actively managed U.S. equity strategy that seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects across all market capitalizations; used by independent advisors to construct equity sleeves in client portfolios.
• Navigator® High Dividend Equity A strategy seeking favorable risk-adjusted returns through high-quality domestic and international equities, REITs, and preferred stocks with a focus on consistent dividend income and capital appreciation; targets income-oriented allocations for advisors' high net worth clients.
• Navigator® International Equity/ADR An international equity strategy investing in American Depositary Receipts (ADRs) that seeks capital appreciation through disciplined, research-backed security selection focusing on high quality, undervalued companies; provides non-U.S. equity exposure for advisor-built portfolios.
• Navigator® Taxable Fixed Income A fixed income strategy providing strategic exposure to a broad range of taxable bonds, seeking total return with a secondary goal of income through fundamental analysis and opportunistic security selection; serves as the core fixed income sleeve in taxable client portfolios.
• Navigator® Tax-Free Fixed Income A municipal bond strategy providing strategic exposure to tax-free municipal bonds, seeking total return with a secondary goal of income through an active approach building par value; used by advisors for tax-efficient income in high net worth client portfolios.
• Navigator® U.S. Style Opportunity A tactical U.S. equity strategy that invests in an opportunistic allocation of U.S. style and market-capitalization ETFs, seeking capital appreciation through style rotation between growth and value and across market capitalizations.
• Navigator® MultiStrategy Portfolios A multi-asset class balanced strategy combining Navigator Fixed Income Total Return and Navigator U.S. Style Opportunity strategies, available in three equity/fixed income allocations: 75/25, 50/50, and 25/75; offers advisors turnkey balanced portfolio options.
• Navigator® Global Tactical A tactical unconstrained investment strategy seeking capital appreciation through allocation between global equity and fixed income opportunities, using a proprietary quantitative risk management model to identify risk-on and risk-off environments.
• Navigator® Small Cap Core U.S. Equity A small-cap U.S. equity strategy seeking capital appreciation through investment in anti-fragile small-cap companies characterized by high cash-flow margins and high cash-flow yields; used by advisors to add small-cap exposure within diversified equity portfolios.
• Navigator® SMID Cap Core U.S. Equity A small and mid-cap (SMID) U.S. equity strategy allocating approximately 62.6% to small-cap stocks and 32.3% to mid-cap stocks, seeking capital appreciation through companies with high cash-flow margins and accelerating business momentum.
• Navigator® Large Cap Growth A large-cap growth equity strategy focused on the 100 largest cash flow producing companies with high and growing cash flows, high cash flow margins, and increasing sales; provides growth-oriented large-cap exposure for advisor portfolios.
• Navigator® Alternative An alternative investment strategy utilizing managed futures, multi-strategy funds, business development companies (BDCs), and listed private equity to provide diversification and absolute return characteristics for advisor-built client portfolios.
• Navigator® Fixed Income Total Return A fixed income total return strategy focusing on high yield and investment grade credit sectors, utilizing credit-based models to generate returns through tactical allocation; provides a total-return-oriented fixed income option for advisors.
• Navigator® U.S. Sector Opportunity A tactical sector rotation strategy focusing on sectors ranking above the S&P 500 in relative strength rankings, including technology, semiconductors, materials, and energy sectors.
• Navigator® U.S. Strategic Beta A strategic beta strategy that modestly favors growth and beta while maintaining broad diversification across U.S. equity factors; used by advisors seeking factor-based U.S. equity exposure.
• Navigator® Global Risk Management A global risk management strategy utilizing credit-based models to maintain risk-on positions in equities and risk assets, with dynamic corporate earnings and fundamentals assessment; supports advisors in managing portfolio-level risk across market cycles.
• High Net Worth Solutions Unified managed accounts, services, and support tailored for high net worth investors, providing comprehensive wealth management solutions distributed through independent advisors.
• Wealth Planning Services Highly specialized wealth planning services for clients with complex financial needs, including estate planning, tax optimization, and retirement planning; provided through independent advisors serving high net worth investors.

Quantifiable outcome

• $45.8 billion in assets under management as of March 31, 2026
• +1 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Russell Investments: Multi-asset investment manager that distributes primarily through financial advisors and institutional channels, offering outsourced CIO and model portfolio solutions comparable to Clark Capital's Navigator® suite and advisor-servicing model.
• Manning & Napier: Active asset manager focused on serving financial advisors and intermediaries with a multi-strategy equity and fixed income lineup, directly comparable to Clark Capital's advisor-channel, multi-strategy business model.
• Brinker Capital: Advisor-focused investment manager (now part of Orion) providing multi-asset strategies and UMA platforms to RIAs, directly comparable to Clark Capital's wealth planning and unified managed account offering.
• Envestnet: Turnkey asset management platform serving RIAs with managed account programs, model marketplaces, and overlay solutions, comparable to Clark Capital's advisor-centric UMA and portfolio construction infrastructure.

Broad incumbents

• SEI Investments: Large-scale asset manager and wealth platform with deep advisor relationships across the RIA channel, offering a broader product range that overlaps with Clark Capital's multi-strategy Navigator® suite.
• Natixis Investment Managers: Global multi-boutique asset manager operating affiliated investment firms under a shared distribution platform, directly comparable to the post-acquisition Raymond James multi-boutique structure Clark Capital now inhabits.
• Affiliated Managers Group (AMG): Multi-boutique asset manager that owns and operates independent investment firms while preserving affiliate autonomy, structurally analogous to how Clark Capital will operate within Raymond James Investment Management.
• BlackRock: Largest global asset manager with broad advisor-channel reach and an active strategy lineup, representing both a competitive threat and a benchmark for institutional-quality advisor-served asset management.

Emerging players

• WisdomTree Investments: ETF-focused asset manager building advisor-sold model portfolios and strategist solutions, representing the adjacent passive/strategic-beta offering that competes for the same advisor wallet share as Clark Capital's Navigator® suite.
• Hartford Funds: Mid-sized asset manager distributing actively managed mutual funds and sub-advisory strategies through financial intermediaries, with overlapping advisor-channel distribution and active equity/fixed income strategies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/clarkcapital
• LinkedInlinkedin.com/company/clark-capital-management-group
• Facebookfacebook.com/clarkcapital

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clark Capital Management Group