Overview
Assets Under Management: $151 million
Headquarters: WATKINSVILLE, GA
High-Net-Worth Clients: 26
Average Client Assets: $2.5 million
Frequently Asked Questions
TRADEMARK CAPITAL MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #214512), TRADEMARK CAPITAL MANAGEMENT INC. is subject to fiduciary duty under federal law.
TRADEMARK CAPITAL MANAGEMENT INC. is headquartered in WATKINSVILLE, GA.
TRADEMARK CAPITAL MANAGEMENT INC. serves 26 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, TRADEMARK CAPITAL MANAGEMENT INC. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
TRADEMARK CAPITAL MANAGEMENT INC. manages $151 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, TRADEMARK CAPITAL MANAGEMENT INC. serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.69%
Average Client Assets: $2.5 million
Total Client Accounts: 521
Discretionary Accounts: 521
Regulatory Filings
CRD Number: 214512
Filing ID: 2057642
Last Filing Date: 2026-03-27 11:16:06