Data / Investment advisers / Georgia / Trademark Capital Management Inc.
Trademark Capital Management Inc., Watkinsville, GA: $151 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Trademark Capital Management Inc. is an SEC registered investment adviser with its main office in Watkinsville, Georgia and reports $151 million in regulatory assets under management in its Form ADV filed September 29, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 214512
- SEC file number
- 801-100363
- SEC status
- Approved, effective June 12, 2015
- Main office
- 1551 Jennings Mill Road Suite 1200a, Watkinsville, GA 30677
- Phone
- (706) 534-2351
- Regulatory AUM
- $150,824,050 in the Form ADV filed September 29, 2026
- Discretionary AUM
- $150,824,050
- Accounts
- 521
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 2: 1 private equity fund, 1 other private fund
- Gross assets of private funds
- $16,935,143
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 26 | $65.9 million |
| Individuals (other than high net worth individuals) | 304 | $63.7 million |
| Pooled investment vehicles | 2 | $16.8 million |
| Pension and profit sharing plans | 7 | $3.5 million |
| Charitable organizations | Fewer than 5 | $963,873 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $150.8 million | March 27, 2026 |
| December 1, 2025 | $220.4 million | October 31, 2025 |
Other advisers in Georgia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Grove Mountain Partners, LLC | Atlanta | $307.7 million | 4 | adviserinfo.sec.gov |
| Monterey Wealth | Atlanta | $300.1 million | Not listed | adviserinfo.sec.gov |
| Tandemgrowth Financial Advisors, LLC | Alpharetta | $297 million | Not listed | adviserinfo.sec.gov |
| Estate Management Counselors,Llc | Atlanta | $294.3 million | Not listed | adviserinfo.sec.gov |
| Baugh & Associates, LLC | Atlanta | $294.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Trademark Capital Management Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.