SourcingSourcing

TRADEMARK CAPITAL MANAGEMENT INC.

B55
CRD 214512·SEC 801-100363·WATKINSVILLE, GA
AUM
$150.8M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$452K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRADEMARK CAPITAL MANAGEMENT INC.
CRD
214512
SEC file #
801-100363
EIN
990769443
DBA names
—

Economics

AUM
$150.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$162.9M → $150.8M▼ -7%
Client mix
Individuals Other304
Individuals High Net Worth26
Pension Profit Sharing Plans7
Pooled Investment Vehicles2

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
2 advisors → 4 advisors▲ +100%
Primary office
WATKINSVILLE GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
twitter.com/tmarksportsmgt(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EZERNACK, JOSEPH, GERALD
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
EZERNACK, JOSEPH, GERALD
BEASLEY, DONALD, LAWRENCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002012548
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-02-20
Edgar Last Filing Date
2024-02-20
Edgar Form D Count
1
Edgar Form D Offerings
2024-02-202024-02-20 · 0002012548-24-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3992
Soi Zip Pct 200k Plus
0.1487
Soi Zip Returns 200k Plus
1,460
Soi Zip Total AGI
1,271,776
Fdic Zip Total Deposits
14,910,995,000
Fdic Zip Branch Count
210
Fdic Zip Top Banks
Oconee State Bank
Synovus Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab12
E*trade4
Fidelity2
U.s. Bank2
Edgar Addresses
Mailing
1551 JENNINGS MILL RDSUITE 1200AWATKINSVILLE, GA 30677
Business
1551 JENNINGS MILL RDSUITE 1200AWATKINSVILLE, GA 30677
Edgar EIN
990769443
Edgar Recent Filings
D2024-02-20 · 0002012548-24-000001
Fdic Zip Branches Raw
Oconee State BankWatkinsville, GA
Oconee State BankWatkinsville, GA
Fdic Zip HHI
2398.69
Fdic Zip Top Bank Share Pct
41.97
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI24,735
Returns2,160
Stub 2
AGI60,997
Returns1,660
Stub 3
AGI72,254
Returns1,160
Soi Zip Total Business Income
33,822
Soi Zip Total Cap Gains
101,478
Soi Zip Total Dividends
33,023
Soi Zip Total Returns
9,820
Top Owner CRD
4639821
Trust Company Affiliate
No

People (7)

7
EZERNACK, JOSEPH, GERALD
IAR · Direct Owner · 62.5%
4639821
BEASLEY, DONALD, LAWRENCE
IAR · Direct Owner · 37.5%
1910483
JOSEPH GLENN MAXEY
IAR
5799816
David William Denham
IAR
6625806
Joel J Fernando
IAR
7530673
Clayton Matthew Keffer
IAR
8230569
Grant Patrick Parker
IAR
7979907