Eric Todd Cedergreen
Financial advisor at The Clark Group Asset Management · Dana Point, CA
Last updated 2026-10-10
Claim your profileEric Todd Cedergreen is a financial advisor at The Clark Group Asset Management in Dana Point, CA, CRD 2376216. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2006-08-16.
Registration
- CRD number
- 2376216
- Registration status
- Active
- IAPD registration
- 2006-08-16
- Industry Experience
- 20 years
- Work Experience
- 20 years
- States registered
- CA, TX, WA
Licenses and exams
- Series 63
- Series 65
Work history
- 2005-11 to Present · The Clark Group Asset Management · Dana Point, CA
Current employment
- The Clark Group Asset Management · Dana Point, CA
The Clark Group Asset Management
- Regulatory AUM
- $343,928,504
- Registered advisors
- 3
- Offices
- 1
- Average AUM per client
- $733.3K (Low)
- High-net-worth client ratio
- 37.1% (Moderate)
The Clark Group Asset Management: advisors, services and reported ETF investments
About
Eric Todd Cedergreen is a financial advisor at The Clark Group Asset Management in Dana Point, CA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 20 years of industry experience and 20 years of reported work history.
The Clark Group Asset Management's firm-level Form ADV reports 3 advisors across 1 offices; approximately 156.3 clients per advisor, average assets per client of $733,323, and regulatory AUM of $343.9M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, and Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $223.9M across 38 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Eric Todd Cedergreen personally.
Reported ETF positions
The Clark Group Asset reports 38 ETF positions worth $223.9M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| MGV — Vanguard Morningstar Mega Cap Value ETF | $21.6M |
| QQQ — Invesco QQQ Trust, Series 1 | $21.1M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $15.1M |
| VOO — Vanguard S&P 500 ETF | $13.6M |
| XLK — State Street Technology Select Sector SPDR ETF | $13.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
The Clark Group Asset's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $5.8M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $13.6M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | MGV — Vanguard Morningstar Mega Cap Value ETF | $21.6M | Top 98.9% | Residual alpha +0.88% · Residual Sharpe 0.06 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $12M | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by The Clark Group Asset Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
24941 Dana Point Harbor Drive, Dana Point, CA 92629
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 949-558-3898
- Website: clarkgroupam.com
- Youtube
Official record
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