Trademark Capital Management Inc.

Trademark Capital Management Inc. (CRD# 214512) is a financial advisory firm headquartered in Watkinsville, GA. They manage $163,253,576 in 223 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    223
    ACCOUNTS
  • Average Account Value
    $732,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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.

FL, GA, IA, LA, MN, TX, WI

Financial Advisors at Trademark Capital Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jason D. Nesbit
CRD#: 4981260
1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677
96
Wealthminder
score

Jason Nesbit (CRD# 4981260) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 12 years of experience in the finance industry. Jason Nesbit has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Asa C. Alliston
CRD#: 5293683
1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677
93
Wealthminder
score

Asa Alliston (CRD# 5293683) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 10 years of experience in the finance industry.

3
Donald L. Beasley
CRD#: 1910483
1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677
93
Wealthminder
score

Donald Beasley (CRD# 1910483) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 24 years of experience in the finance industry.

4
Larry G. Johnson
CRD#: 1284705
1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677
93
Wealthminder
score

Larry Johnson (CRD# 1284705) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 4 years of experience in the finance industry.

5
Joseph G. Maxey
CRD#: 5799816
1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677
93
Wealthminder
score

Joseph Maxey (CRD# 5799816) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 7 years of experience in the finance industry.

6
David W. Denham
CRD#: 6625806
1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677
88
Wealthminder
score

David Denham (CRD# 6625806) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 2 years of experience in the finance industry.

7
Joseph G. Ezernack
CRD#: 4639821
1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677
87
Wealthminder
score

Joseph Ezernack (CRD# 4639821) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has 1 year of experience in the finance industry.

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