Councilmark Asset Management, LLC
Firm details
- Headquarters
- Knoxville, Tennessee
- CRD number
- 111748
- Registered since
- August 17, 2000
- Website
- councilmark.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.85%
- Corporations / Businesses9.69%
- Charitable Organizations1.3%
- Individuals0.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Councilmark Asset Management, LLC is an independent, owner-operated registered investment adviser structured as an LLC. The firm is SEC-registered (registration recorded in 2000) and serves primarily individual and family clients. Its advisory work centers on discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Fee arrangements include percentage-of-AUM schedules and fixed fees. Councilmark is not identified as a dedicated capital allocator and does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- State & Local Bonds13%
- US Government Bonds11%
- Cash & Cash Equivalents9%
Contacts
2 of 2Daniel Pettway
Managing PartnerCRD 4379101
Stanley Erwin
Partner and Portfolio ManagerCRD 4379103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$44.3M in ETFs
56%
$24.7M
0%
$19.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $19.5M | 83,732 | 44.14% |
Location
Knoxville, TN
Knox
Location
Knoxville, TN
Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- Knox
- Address
- 2607 Kingston Pike
- Time zone
- CT (UTC-6)
- Office locations
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