TRADEMARK CAPITAL MANAGEMENT INC.

Overview

Trademark Capital Management Inc. is an independent registered investment adviser established in 2015 and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, offering a mix of financial planning, portfolio management for individuals and pooled vehicles, consulting for businesses and pensions, and educational workshops. Its fee model is flexible—covering percentage-of-AUM billing, hourly and fixed fees, and performance-based arrangements—allowing the firm to work with traditional advisory accounts and pooled investment structures that carry incentive fees. From an investment posture, Trademark shows a clear tilt toward publicly available pooled products—public funds and mutual funds are its single largest asset class—while also operating and advising private pooled vehicles. The firm does not position itself as an active ESG investor, and it is not registered as a multi-state adviser. The combination of mutual-fund-heavy SMAs and ownership of small private funds suggests a hybrid approach: core portfolio construction with liquid mutual funds, supplemented by selective private placements and private equity exposure where appropriate for client objectives.

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Location & Offices