The Clark Group Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$340,243,617
Clients
458
Advisors
3
of 5 employees
About
The Clark Group Asset Management provides investment management and financial planning primarily to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, corporations and other business entities. The firm manages discretionary and non‑discretionary portfolios and charges percentage‑of‑AUM advisory fees, reporting $343.9 million in assets under management across its client base and three advisors.
CGAM’s investment process blends fundamental and technical research and is implemented through tailored portfolios that can include domestic and international equities, ETFs/ETNs, mutual funds, fixed income and, when appropriate, private equity/private funds. The firm’s strategies explicitly permit option writing, shorting and other derivatives techniques, and CGAM monitors portfolios regularly while offering annual reviews and videoconference meetings with clients.
What is distinctive in CGAM’s disclosures is the explicit use of derivatives and option strategies for client accounts—practices the brochure describes in detail—which is less common among peers. The March 4, 2026 brochure amendment also notes recent changes to compensation and onboarding practices, including an increase in the account minimum to $1 million and the firm’s statement that it no longer offers performance‑based fee arrangements.
Client services
Expertise
Fee options
$2,000 to $10,000 fixed fee for financial planning services
$0 - $999,999: Up to 2% $1,000,000 - $2,999,999: Up to 1.50% $3,000,000 - $9,999,999: Up to 1.25% $10,000,000+: Up to 1.00%
Account minimum: $1,000,000
Main office
24941 Dana Point Harbor Drive, Suite C210
Dana Point CA 92629
Advisors at this office
3
Most active in
Arizona · California · Colorado · Georgia · Nebraska · Nevada · North Carolina · Oregon · Texas · Utah · Washington
Also doing business as
Pachira Investments, Inc. · The Clark Group Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brandon C
CFP®, Series 66
Dana Point, CA
The Clark Group Asset Management
Brandon Clark is a CFP® with seven years of industry experience currently at The Clark Group Asset Management. His prior experience includes roles at Bank of America, Merrill, William Morris Endeavor, and Paradigm. Outside of financial advising, he works part-time as a tennis instructor at the Beverly Hills Tennis Center. The Clark Group Asset Management provides investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm utilizes a blend of fundamental and technical research to create tailored portfolios that include a range of asset classes and permit the use of derivatives and option strategies.
Raymond C
CFP®, Series 63, Series 65
Dana Point, CA
The Clark Group Asset Management
Raymond Clark is a CFP® professional at The Clark Group Asset Management with 24 years of industry experience. He has been with the firm since 2005, serving as its president. The Clark Group Asset Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm employs a documented financial analysis process to tailor portfolios across various asset classes, utilizing both fundamental and technical research, and incorporates strategies such as shorting and option use.
Eric C
Series 63, Series 65
Dana Point, CA
The Clark Group Asset Management
Eric Cedergreen is a financial advisor at The Clark Group Asset Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Clark Group since 2005. The Clark Group Asset Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and other business entities, providing discretionary and non-discretionary portfolio management alongside financial planning and analyses. The firm employs a documented financial analysis to tailor portfolios across various asset classes, incorporating fundamental and technical research and strategies such as shorting and options, with ongoing monitoring and rebalancing to match client risk tolerances.
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