Trademark Capital Management Inc.

RIASEC Registered

Total AUM

$151M

Discretionary

$151M

100% of AUM

Avg account

$289K

Accounts

521

Employees

Advisory reps

Firm details

Headquarters: Watkinsville, Georgia
CRD number: 214512
Registered since: June 12, 2015
Website: www.trademarkcapital.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI43.69%
Individuals42.22%
Pooled Investment Vehicles11.12%
Pension & Profit Sharing Plans2.33%
Charitable Organizations0.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Trademark Capital Management Inc. is an independent, owner-operated registered investment adviser. The firm is SEC-registered (registration year 2015) and serves both individuals/families and institutional clients. Its advisory practice combines financial planning with portfolio management across individuals, small businesses, pooled investment vehicles and institutions, plus pension consulting and educational workshops. Fee arrangements include percentage-of-AUM, hourly and fixed fees, and performance-based pricing. The firm does not identify itself as an active ESG investor.