Councilmark Asset Management, LLC
Councilmark Asset Management, LLC is an SEC-registered ria in Knoxville, TN with $270.8M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Councilmark Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111748, SEC 801-57832, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $270.8M (2026-03-27)
- Firm type
- Ria
- Location
- Knoxville, TN
- Employees
- 3
- Clients
- 28
- CRD
- 111748
- Ownership
- SPITZNAGEL, PAUL, FREDERICK; PETTWAY, DANIEL, WALDEN; HIGHPOINT MANAGEMENT COMPANY, LLC; ERWIN, STANLEY, WAYNE
How much AUM does Councilmark Asset Management, LLC have?
Councilmark Asset Management, LLC reported $270.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Councilmark Asset Management, LLC?
Disclosed owners and executives of Councilmark Asset Management, LLC include SPITZNAGEL, PAUL, FREDERICK, PETTWAY, DANIEL, WALDEN, HIGHPOINT MANAGEMENT COMPANY, LLC, ERWIN, STANLEY, WAYNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.