CRD: 214512
Trademark Capital Management Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Inspira Financial Trust · LLC · JP Morgan · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-12-2015
- Office Locations
- 2
Office Locations
About Trademark Capital Management Inc.
Trademark Capital Management provides tactical asset management for financial advisors, built around five risk-based total portfolio models with an active tactical overlay and an opportunistic multifactor approach. The firm emphasizes risk management and drawdown-focused downside protection, including tactically managed collective investment funds for 401(k) plans, and supports advisors with implementation help. Accessible via platforms such as Schwab and Envestnet.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH GERALD EZERNACK II
Chief Executive Officer, Chief Investment Officer
- CRD
- #4639821
- Ownership
- 50% but less than 75%
DONALD LAWRENCE BEASLEY
Managing Director, Principal
- CRD
- #1910483
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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David William Denham
Investment Advisor
- CRD
- #6625806
Joel J Fernando
--
- CRD
- #7530673
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,824,050 | $289,490 |
| Non-Discretionary | $0 | -- |
| Total | $150,824,050 | $289,490 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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