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TRADEMARK CAPITAL MANAGEMENT INC.
CRD 214512 · SEC 801-100363
1551 JENNINGS MILL ROAD, SUITE 1200A, WATKINSVILLE, GA, 30677, United States
Phone
706-534-2351
Fax
706-534-7070
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$150.8M
Discretionary AUM
$150.8M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 304 | $63.7M |
| High net worth individuals | 26 | $65.9M |
| Pooled investment vehicles | 2 | $16.8M |
| Pension/profit sharing plans | 7 | $3.5M |
States served
AL, CA, GA, LA, NC, SC, VA, TX, FL
All web addresses on file
- https://twitter.com/tmarksportsmgt
- https://www.linkedin.com/company/trademarksportsmgt
- https://www.instagram.com/trademarksportsmgt/
- HTTP://WWW.TRADEMARKCAPITAL.COM
- https://www.linkedin.com/company/trademark-capital
- https://Twitter.com/TrademarkAsset
- https://www.youtube.com@trademarkcapital
- https://vimeo.com/user198145162
- https://www.trademarksportsmgt.com
Official SEC filing: View on IAPD