# Trademark Capital

Trademark Capital is a Family Office based in Watkinsville, United States.

## Overview

- **Organization type:** Family Office
- **Headquarters:** Watkinsville, United States
- **Region:** North America
- **Address:** 1551 Jennings Mill Rd. Suite 1200a Watkinsville, GA 30677, United States
- **Founded:** 2015
- **Assets under management:** 220 (Altss estimate)
- **Website:** trademarkcapital.com
- **LinkedIn:** https://www.linkedin.com/company/trademark-capital/

## Regulatory record

- **CRD number:** 214512
- **SEC file number:** 801-100363
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/214512

## About

Trademark Capital launched in 1991 as a boutique investment manager specializing in discretionary, tactical portfolio strategies for financial advisors. The firm operates from Watkinsville, Georgia, and structures its offerings around five risk-based profiles — ranging from Risk Avoider to Risk Embracer — each actively managed with a tactical overlay designed to navigate both bull and bear markets (per the firm). The core philosophy is not to beat a static benchmark but to manage risk exposure to help clients achieve specific financial goals. The firm's primary product is its Total Portfolio Solutions suite, which allocates across equities, fixed income, and ETFs using a proprietary model that makes tactical shifts based on market conditions. The firm is primarily marketed as a sub-advisor for other financial professionals. Trademark does not publicly share its assets under management or total team size, listing only unnamed executive roles on its website, such as CEO & Chief Investment Officer and Principal & Managing Director. The firm has a secondary phone number with a Georgia area code (706), confirming operational roots in the state. Information on adjacent vehicles, philanthropic foundations, or executive club memberships is not available. The firm's website notes that it has navigated four bear and three bull markets since its founding, underscoring three decades of active management experience. Trademark's structural differentiator is its explicit posture as a risk manager rather than a return maximizer, operating a defensive tactical model for financial advisors who serve retail end-clients. The firm's strategies are accessible through third-party platforms, and it maintains a dual fee schedule — charging lower fees to institutional clients (investment professionals) and higher fees to direct retail clients, a pricing structure distinct from many asset managers.

## Sectors

- Private Equity
- Hedge Funds

## People

- Joseph G. Ezernack, Jr. — CEO and Chief Investment Officer
- Donald Beasley — Principal and Owner
- John DeDominic — President of Trademark Capital Services
- Joseph Glenn Maxey — Investment Adviser Representative and real estate partner

## Questions

### Who runs investment decisions at Trademark Capital?

Joseph G. Ezernack, Jr. serves as CEO and Chief Investment Officer. Donald Beasley acts as Principal and Owner. John DeDominic holds the role of President of Trademark Capital Services.

### Does Trademark Capital participate in fund commitments or only direct deals?

The firm executes both fund commitments and direct co-investments or SPVs. It also allocates to hedge funds and commodities.

### What investment stages does Trademark Capital typically target?

The firm focuses on long-term holdings rather than early-stage venture. It emphasizes tactical shifts across public and private markets.

### How is Trademark Capital related to CapSouth Wealth Management?

CapSouth Wealth Management utilizes Trademark Capital as a sub-manager for investment strategies.

## Related profiles

- [LO3 Capital](https://altss.com/profile/lo3-capital)
- [FDI Family Office](https://altss.com/profile/fdi-family-office)

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/trademark-capital

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