A complete list of active advisors currently associated with The Clark Group Asset Management
Warmer can help you find a great advisor at The Clark Group Asset Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at The Clark Group Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dana Point, CA
| 20
| |
Dana Point, CA
| 7
| |
Dana Point, CA
| 25
|
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