WATKINSVILLE, GACRD 214512Latest ADV March 27, 2026
Trademark Capital Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Watkinsville, GA. Its latest Form ADV filing, dated March 27, 2026, reports $151M in regulatory assets under management, 7 employees, 2 offices, and 521 accounts.
Assets Under Management
$151M
Employees
7
Offices
2 offices
Total Clients
339
Primary office
WATKINSVILLE, GA
1551 JENNINGS MILL ROAD, SUITE 1200A, WATKINSVILLE, GA, United States
Top client segmentIndividuals represent 89.7% of total clients.
Top client categories% of clientsClients
1
Individuals
89.7%
304
2
HNWI
7.7%
26
3
Pension Plans
2.1%
7
4
Pooled Investment Vehicles
0.6%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of March 27, 2026
Discretionary100.0%
$151M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$151M
Total Accounts521
10Y AUM Change$-12M (-7.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.