Trademark Capital Management Inc.

$150.8MAssets under management
as of Sep 2026 · SEC Form ADV
Watkinsville, GA
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Tech stack

No one at Trademark Capital Management Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $64M held · filed Sep 2024
Fidelity
Per Form ADV · $28M held · filed Sep 2024