Clark Asset Management, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 275
- Avg AUM / client
- $4.8M
- Accounts
- 1,686
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $5.9M | 0.45% |
| High net worth individuals | 267 | $1.3B | 99.6% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Anderson Clark | President And Chief Compliance Officer | CFP | Jun 2016 (10y) | 75% or more |
| Christian Walter Messemer | Registered representative | CFP | Mar 2022 (4y) | |
| Michael A Levy | Registered representative | CFP | Aug 2023 (3y) | |
| Neal Todd Heslor | Registered representative | Jan 2024 (3y) | ||
| Kary Jean Meschke | Registered representative | CFP | Apr 2025 (1y) | |
| Gregory Joseph Baker | Registered representative | CFP | Sep 2025 (1y) | |
| Danielle Dabney Harmon | Registered representative | CFP | Apr 2026 (0y) | |
| Erin Pember Mcclain | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗