Trademark Capital Management Inc.
Trademark Capital Management Inc. is an SEC-registered mass-market adviser in Watkinsville, GA with $150.8M assets under management (AUM, regulatory AUM), -32% over one year. See who owns Trademark Capital Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 214512, SEC 801-100363, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $150.8M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Watkinsville, GA
- Employees
- 7
- Clients
- 339
- CRD
- 214512
- Ownership
- EZERNACK, JOSEPH, GERALD; BEASLEY, DONALD, LAWRENCE; ALLISTON, ASA, CLAYTON; POSS, KATHERINE, MERRILL; MAXEY, JOSEPH, GLENN
How much AUM does Trademark Capital Management Inc. have?
Trademark Capital Management Inc. reported $150.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Trademark Capital Management Inc.?
Disclosed owners and executives of Trademark Capital Management Inc. include EZERNACK, JOSEPH, GERALD, BEASLEY, DONALD, LAWRENCE, ALLISTON, ASA, CLAYTON, POSS, KATHERINE, MERRILL, MAXEY, JOSEPH, GLENN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.