Insights

Niche Focus Small team, specialized expertise in active risk exposure management and drawdown protection, presenting an opportunity to partner with a boutique asset manager for high-touch advisory services to high-net-worth individuals or smaller RIAs seeking downside protection.

Risk Management Advantage Two decades of experience in tactical portfolios with emphasis on minimizing large losses positions the firm as a potential vendor for advisors seeking to enhance client risk controls and downside protection strategies within model portfolios.

Technology Stack Utilizes common enterprise tools (iCIMS, MySQL, analytics, and web technologies) indicating readiness to integrate with partner workflows and data systems; potential for partnerships around reporting, data sharing, and compliance interfaces.

Revenue Range Current annual revenue estimate of 25 to 50 million suggests meaningful scale for channel partnerships, co-branded offerings, or white-label solutions aimed at mid-sized advisory networks.

Market Positioning Focus on goals-based investing and human-centric wealth management differentiates from benchmark chasing firms; opportunity to target fee-based RIAs and independent channels seeking differentiated risk-managed solutions for client retention and differentiation.

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Trademark Capital Asset Management, Inc. Tech Stack

Trademark Capital Asset Management, Inc. uses 8 technology products and services including iCIMS, WordPress, Microsoft 365, and more. Explore Trademark Capital Asset Management, Inc.'s tech stack below.

iCIMS
Applicant Tracking Systems
WordPress
Content Management System
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
Really Simple Discovery
Miscellaneous
WP Engine
Platform As A Service
Piwik PRO Core
Web Analytics
Max Mega Menu
Widgets

Trademark Capital Asset Management, Inc.'s Email Address Formats

Trademark Capital Asset Management, Inc. uses at least 4 email formats:

Trademark Capital Asset Management, Inc. Email Formats	Example	Percentage
FLast@trademarkcapital.com	JDoe@trademarkcapital.com	38%
First@trademarkcapital.com	John@trademarkcapital.com	29%
First.Last@trademarkcapital.com	John.Doe@trademarkcapital.com	23%
F.Last@trademarkcapital.com	J.Doe@trademarkcapital.com	10%

Frequently Asked Questions

What is Trademark Capital Asset Management, Inc.'s phone number?

You can contact Trademark Capital Asset Management, Inc.'s main corporate office by phone at

+1-800-808-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Trademark Capital Asset Management, Inc.'s official website and social media links?

Trademark Capital Asset Management, Inc.'s official website is trademarkcapital.com and has social profiles on LinkedIn.

How much revenue does Trademark Capital Asset Management, Inc. generate?

As of September 2026, Trademark Capital Asset Management, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Trademark Capital Asset Management, Inc.'s NAICS code?

Trademark Capital Asset Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Trademark Capital Asset Management, Inc. have currently?

As of September 2026, Trademark Capital Asset Management, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include Product Manager: D. D., Asset Protection Specialist: J. G. and Operations Specialist: T. L. Explore Trademark Capital Asset Management, Inc.'s employee directory with LeadIQ.

What industry does Trademark Capital Asset Management, Inc. belong to?

Trademark Capital Asset Management, Inc. operates in the Investment Management industry.

What technology does Trademark Capital Asset Management, Inc. use?

Trademark Capital Asset Management, Inc.'s tech stack includes iCIMS, WordPress, Microsoft 365, Google Cloud, Really Simple Discovery, WP Engine, Piwik PRO Core and Max Mega Menu.

What is Trademark Capital Asset Management, Inc.'s email format?

Trademark Capital Asset Management, Inc.'s email format typically follows the pattern of FLast@trademarkcapital.com. Find more Trademark Capital Asset Management, Inc. email formats with LeadIQ.

When was Trademark Capital Asset Management, Inc. founded?

Trademark Capital Asset Management, Inc. was founded in 1995.

Trademark Capital Asset Management, Inc.

Investment ManagementGeorgia, United States2-10 Employees

Trademark Capital Asset Management is an investment management firm that partners with financial advisors to manage risk exposure on an active basis. With more than two decades of experience, it develops tactical portfolios intended to protect against drawdowns and minimize large losses.

The firm emphasizes a goal-oriented investing approach and places importance on the human elements of decision-making rather than pursuing benchmark outperformance. Based in Watkinsville, Georgia, it maintains a small team focused on delivering risk-managed strategies to its advisor clients.