Councilmark Asset Management, LLC

Councilmark Asset Management, LLC (CRD# 111748) is a financial advisory firm headquartered in Knoxville, TN. They manage $288,567,723 in 108 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    289
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $2,671,923
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
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
Stanley W. Erwin
CRD#: 4379103
Tyson Place, Suite 180, 2607 Kingston Pike, Knoxville, TN 37919

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.

2
Ralph W. Herbert
CRD#: 1447297
Tyson Place, Suite 180, 2607 Kingston Pike, Knoxville, TN 37919

Ralph Herbert (CRD# 1447297) is an Investment Advisor Representative working at Councilmark Asset Management, LLC in Knoxville, TN and has over 37 years of experience in the finance industry.

3
Daniel W. Pettway
CRD#: 4379101
2607 Kingston Pike, Tyson Place, Suite 180, Knoxville, TN 37919

Daniel Pettway (CRD# 4379101) is an Investment Advisor Representative working at Councilmark Asset Management, LLC in Knoxville, TN and has over 13 years of experience in the finance industry.

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