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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.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 27, 2026, reported AUM increased 8.7%, from $249.2M to $270.8M.
Across 5 reported observations, AUM increased 21.4% between March 29, 2022 and March 27, 2026, from $223.1M to $270.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 28 clients, or 9.3 clients per representative. That equates to $9.7M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Councilmark Asset Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Councilmark Asset Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Councilmark Asset Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.