Raymond Clark
The Clark Group Asset Management · Dana Point, California
Raymond Clark is a fee-only financial advisor at The Clark Group Asset Management in Dana Point, California, who holds the CFP credential. Raymond charges a percentage of assets.
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Facts
| Firm | The Clark Group Asset Management |
|---|---|
| Based in | Dana Point, California |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $343.9M across 786 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX, WA · CRD 1009242 |
| Exams passed | Series 63 (1985) · Series 65 (1997) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.clarkgroupam.com |
| Profile |
How Raymond's firm compares
- The Clark Group Asset Management's average account is about $438,000, from its Form ADV (assets managed divided by 786 accounts).
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Questions about Raymond
Is Raymond Clark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and The Clark Group Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raymond charge for financial advice?
Raymond charges a percentage of assets.
Where is Raymond Clark based?
Raymond Clark is based in Dana Point, California.
What credentials does Raymond Clark hold?
Raymond Clark holds the CFP credential.
Is Raymond Clark registered with the SEC?
Yes. Raymond Clark is registered as an investment adviser representative in CA, TX and WA (CRD 1009242), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does The Clark Group Asset Management manage?
The Clark Group Asset Management reports $343.9M across 786 accounts in assets under management.
How do I contact Raymond Clark?
Through Raymond's website, www.clarkgroupam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dana Point
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The Clark Group Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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