Councilmark Asset Management, LLC

Councilmark Asset Management, LLC (CRD# 111748) is a financial advisory firm headquartered in Chattanooga, TN. They manage $150,825,129 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $1,795,537
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Councilmark Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ralph W. Herbert
CRD#: 1447297
Tyson Place, Suite 180, 2607 Kingston Pike, Knoxville, TN 37919
93
Wealthminder
score

Ralph Herbert (CRD# 1447297) is an Investment Advisor Representative working at Councilmark Asset Management, LLC in Knoxville, TN and has over 31 years of experience in the finance industry.

2
Daniel W. Pettway
CRD#: 4379101
Dome Building, Suite 401, 736 Georgia Avenue, Chattanooga, TN 37402
93
Wealthminder
score

Daniel Pettway (CRD# 4379101) is an Investment Advisor Representative working at Councilmark Asset Management, LLC in Chattanooga, TN and has over 6 years of experience in the finance industry.

3
Stanley W. Erwin
CRD#: 4379103
Tyson Place, Suite 180, 2607 Kingston Pike, Knoxville, TN 37919
90
Wealthminder
score

Stanley Erwin (CRD# 4379103) is an Investment Advisor Representative working at Councilmark Asset Management, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

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