Councilmark Asset Management, LLC
Firm details
- Headquarters
- Knoxville, Tennessee
- CRD number
- 111748
- Registered since
- August 17, 2000
- Website
- councilmark.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.85%
- Corporations / Businesses9.69%
- Charitable Organizations1.3%
- Individuals0.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Councilmark Asset Management, LLC is an independent, owner-operated RIA organized as an LLC and registered with the SEC since 2000. The firm provides fee-based portfolio management to individuals, families and small businesses as well as to business or institutional accounts. Its compensation model combines AUM-based fees and fixed fees. Councilmark describes a preference for equity exposure, does not position itself as a capital allocator, and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- State & Local Bonds13%
- US Government Bonds11%
- Cash & Cash Equivalents9%
Contacts
2 of 2Daniel Pettway
Managing PartnerCRD 4379101
Stanley Erwin
Partner and Portfolio ManagerCRD 4379103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$45.1M in ETFs
56%
$25.2M
0%
$19.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $19.8M | 83,740 | 43.98% |
Location
Knoxville, TN
Knox
Location
Knoxville, TN
Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- Knox
- Address
- 2607 Kingston Pike
- Time zone
- CT (UTC-6)
- Office locations
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