Donald Beasley
Trademark Capital Management · Watkinsville, Georgia
Donald Beasley is a fee-only financial advisor at Trademark Capital Management in Watkinsville, Georgia. Trademark Capital Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Trademark Capital Management |
|---|---|
| Based in | Watkinsville, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $150.8M across 521 accounts |
| SEC registration | Investment adviser representative in GA · CRD 1910483 |
| Exams passed | Series 65 (1994) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.trademarkcapital.com |
| Profile |
How Donald's firm compares
- Trademark Capital Management's average account is about $289,000, from its Form ADV (assets managed divided by 521 accounts).
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Questions about Donald
Is Donald Beasley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Trademark Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Trademark Capital Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Donald Beasley based?
Donald Beasley is based in Watkinsville, Georgia.
Is Donald Beasley registered with the SEC?
Yes. Donald Beasley is registered as an investment adviser representative in GA (CRD 1910483), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trademark Capital Management manage?
Trademark Capital Management reports $150.8M across 521 accounts in assets under management.
How do I contact Donald Beasley?
Through Donald's website, www.trademarkcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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