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 operates as an SEC-registered investment adviser organized as an LLC and first registered in 2000. The firm primarily serves individual and family clients and charges a mix of percentage-of-AUM and fixed fees. Its advisory mandate centers on portfolio management for individuals and small businesses and for business or institutional accounts. Councilmark reports a preference for equities—particularly exchange-traded securities—and does not identify as an active ESG investor, a pension consultant, or a capital allocator. Ownership is held by an individual.
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 33Active vs passive
$40M in ETFs
55%
$22.1M
0%
$17.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $17.9M | 83,309 | 44.78% |
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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