Trademark Capital Management Inc.

Trademark Capital Management Inc. (CRD# 214512) is a financial advisory firm headquartered in Watkinsville, GA. They manage $156,902,787 in 188 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $834,589
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, LA, MN, OH, TX, WA, WI

Financial Advisors at Trademark Capital Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
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 9 years of experience in the finance industry.

2
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 22 years of experience in the finance industry.

3
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 6 years of experience in the finance industry.

4
Brian N. Mulberry
CRD#: 3146156
Littleton, CO
93
Wealthminder
score

Brian Mulberry (CRD# 3146156) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Littleton, CO and has over 18 years of experience in the finance industry.

5
Larry G. Johnson
CRD#: 1284705
1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677
92
Wealthminder
score

Larry Johnson (CRD# 1284705) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 3 years of experience in the finance industry.

6
David W. Denham
CRD#: 6625806
1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677
87
Wealthminder
score

David Denham (CRD# 6625806) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has 1 year 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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