# Clark Asset Management

Clark Asset Management is a Bank / Wealth / Trust based in Portsmouth, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Portsmouth, United States
- **Region:** North America
- **Address:** Portsmouth, NH, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** clarkasset.com
- **LinkedIn:** https://www.linkedin.com/company/clark-asset-management-wealth-management

## Regulatory record

- **CRD number:** 284480
- **SEC file number:** 801-120465
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-22T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284480

## About

Clark Asset Management is an SEC-registered investment adviser since 2021. The firm manages $1.3 billion in regulatory assets under management, $1.3 billion on a discretionary basis. It has 9 employees and 6 investment advisers.

## Questions

### What type of clients does Clark Asset Management serve?

Clark Asset Management serves high-net-worth individuals and families from its base in Portsmouth, New Hampshire. The firm structures discretionary portfolios and financial plans for private clients rather than institutions. Its geographic reach concentrates on northern New England's seacoast and surrounding communities, where it competes with other local registered investment advisors and trust companies.

### How does Clark Asset Management construct client portfolios?

The firm blends direct security selection across public equities and fixed income with allocations to alternative investment vehicles. Portfolio construction follows a traditional wealth management model — individual securities, mutual funds, ETFs, and external private fund commitments are combined based on each client's stated objectives and liquidity needs.

### How is Clark Asset Management regulated?

The firm operates as a registered investment advisor, subject to oversight by the U.S. Securities and Exchange Commission or relevant state securities regulators, depending on its total regulatory assets under management. As a fiduciary, it is obligated to act in the best interest of its advisory clients.

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- [Clariant International](https://altss.com/profile/clariant-international)
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Last updated: 2026-06-03T20:00:00.000Z

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