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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-1999
- Office Locations
- 1
Office Locations
About Councilmark Asset Management, LLC
Councilmark Asset Management provides investment management, servicing, and reporting for long-term programs across individuals and families, trusts, foundations, charitable organizations, and corporations. Portfolios are implemented primarily with ETFs alongside fixed income (including municipal and government bonds). Client accounts are held through major custodians such as Schwab and Merrill Lynch, backed by a team with 50+ years of experience.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DANIEL WALDEN PETTWAY
Chief Compliance Officer, Director, Managing Partner
- CRD
- #4379101
- Ownership
- 50% but less than 75%
STANLEY WAYNE ERWIN
Owner, PORTFOLIO MANAGER
- CRD
- #4379103
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $270,798,846 | $2,530,830 |
| Non-Discretionary | $0 | -- |
| Total | $270,798,846 | $2,530,830 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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