Clark Mcmahon
Investment adviser representative at Kayne Anderson Rudnick Investment Management, LLC
10 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$39.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Kayne Anderson Rudnick Investment Management, LLCMar 2026 to now
- Kestra Advisory Services, LLCOct 2025 to Mar 2026
- Commonwealth Financial NetworkOct 2023 to Oct 2025
- Mineraltree, Inc.Jun 2021 to Oct 2023
- VestmarkDec 2019 to May 2021
- Invesco Distributors, Inc.Jan 2017 to Dec 2019
- Eaton Vance Distributors, Inc.Jan 2016 to Dec 2016
- Eaton Vance ManagementJan 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 6 states (CA, MA, MD, NY, PA, RI).
Kayne Anderson Rudnick Investment Management, LLC
$39.4BAssets managed
24,735Clients
36Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6370668
- Firm CRD
- 104599