CRD: 116543
Trademark Financial Management, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-07-2005
- Office Locations
- 1
Office Locations
About Trademark Financial Management, LLC
Trademark Financial Management delivers outsourced investment management for wealth advisors, offering a customizable platform covering asset allocation, portfolio construction, trading, reporting, and ongoing due diligence with tactical market updates. The team serves as an OCIO partner and investment consultant on complex planning and risk management questions, and works with custodians such as Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK ANBUHL CARLTON
Financial Professional, Managing Member
- CRD
- #1554654
- Ownership
- 75% or more
JENNIFER KATHRYN LUTZ
Chief Compliance Officer, Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Samuel Joseph Glubka
--
- CRD
- #7984119
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $293,422,543 | $317,901 |
| Non-Discretionary | $0 | -- |
| Total | $293,422,543 | $317,901 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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