Be advised. This firm is no longer registered.

Trademark Capital Management Inc.

Trademark Capital Management Inc. (CRD# 110237) is a financial advisory firm headquartered in Watkinsville, GA. They manage $100,099,001 in 168 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $595,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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.

CO, FL, GA, IA, IL, LA, MN, OH, TX, UT, WA, WI

Financial Advisors at Trademark Capital Management Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.