Trademark Capital Management Inc.

Trademark Capital Management Inc. (CRD# 214512) is a financial advisory firm headquartered in Watkinsville, GA. They manage $209,395,907 in 434 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677
http://www.trademarkcapital.com
By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    434
    ACCOUNTS
  • Average Account Value
    $482,479
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, NC, TX, WI

Financial Advisors at Trademark Capital Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Donald Beasley, financial advisor Watkinsville GA
Donald L. Beasley
CRD#: 1910483
1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677

Donald Beasley (CRD# 1910483) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 30 years of experience in the finance industry.

2
David Denham, financial advisor Watkinsville GA
David W. Denham
CRD#: 6625806
1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677

David Denham (CRD# 6625806) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 8 years of experience in the finance industry.

3
Joseph Ezernack, financial advisor Watkinsville GA
Joseph G. Ezernack
CRD#: 4639821
1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals