Trademark Capital Management Inc.

RIASEC RegisteredEst. 2015

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 registered investment adviser that has been SEC-registered since 2015 and is owned by an individual. The firm serves both individual/family clients and institutional investors and provides a mix of advisory services that range from financial planning to portfolio management for individuals, small businesses, pooled vehicles, and institutions. Its service set also includes pension consulting and educational workshops. Fee arrangements are flexible and include asset-based fees, hourly and fixed-fee engagements, and performance-based compensation. Trademark does not position itself as an active ESG investor. The firm is not structured as a multi-state adviser or a capital allocator; instead it operates as a boutique RIA with a mix of retail and institutional mandates.