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TRADEMARK CAPITAL MANAGEMENT INC.
CRD 214512File 801-100363
APPROVED
Retail clients
Custody
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$150.8M
Bottom 25% of cohort (national)
Discretionary AUM
$150.8M
Clients
339
521 accounts
Employees
7
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 12, 2015
- Principal office
- 1551 JENNINGS MILL ROAD, SUITE 1200A, WATKINSVILLE, GA, 30677
- Phone
- 706-534-2351
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $150.8M
- Discretionary AUM
- $150.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 521
- Non-discretionary accounts
- 0
- Total accounts
- 521
- AUM per client
- $445K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $964K |
| High net worth individuals | 26 | $65.9M |
| Pooled investment vehicles | 2 | $16.8M |
| Pension and profit sharing plans | 7 | $3.5M |
| Individuals (other than high net worth individuals) | 304 | $63.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2026 | Clients | 297 | 339 | increased by42 |
| Apr 1, 2026 | AUM | $220,356,375 | $150,824,050 | decreased by$69,532,325 |
| Apr 1, 2026 | Accounts | 453 | 521 | increased by68 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 8 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 228 | 297 | increased by69 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $184,185,304 | $220,356,375 | increased by$36,171,071 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 334 | 453 | increased by119 |
| Apr 1, 2022 | Clients | 175 | 228 | increased by53 |
| Apr 1, 2022 | AUM | $187,629,728 | $184,185,304 | decreased by$3,444,424 |
| Apr 1, 2022 | Accounts | 267 | 334 | increased by67 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRADEMARK CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRADEMARK CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.