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Councilmark Asset Management, LLC

● SEC registered since 2000CRD 111748SEC# 801-57832Knoxville, TN
Export (members)
Reg. AUM
$249.2M
Employees
3
Accounts
107
Location
Knoxville, TN

Councilmark Asset Management, LLC assets under management

Councilmark Asset Management, LLC is an SEC-registered investment adviser based in Knoxville, TN. The firm has been registered since 2000. It reports $249.2 million in regulatory assets under management and employs 3 people.
councilmark.comView on SEC.gov ↗

Councilmark Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Daniel Walden Pettway ControlMember, Managing Partner, Chief Compliance Officer50-75%1999
Stanley Wayne Erwin ControlMember, Portfolio Manager25-50%2000

Frequently asked questions

How much does Councilmark Asset Management, LLC manage?

Councilmark Asset Management, LLC reports $249.2 million in regulatory assets under management on its Form ADV.

How many employees does Councilmark Asset Management, LLC have?

Councilmark Asset Management, LLC reports 3 employees.

Where is Councilmark Asset Management, LLC located?

Councilmark Asset Management, LLC is based in Knoxville, TN and has been SEC-registered since 2000.

Does Councilmark Asset Management, LLC disclose fund performance?

Councilmark Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2607 Kingston Pike, Tyson Place, Suite 180, Knoxville, TN 37919
Phone865-330-2525
Fax865-330-2530
Office hours8:30 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK2022076
Discloses disciplinary historyNo

Assets under management

Discretionary$249.2M
Non-discretionary$0
Total (RAUM)$249.2M