Joseph Maxey
Trademark Capital Management · Watkinsville, Georgia
Joseph Maxey is a fee-only financial advisor at Trademark Capital Management in Watkinsville, Georgia, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 5799816 |
| Exams passed | Series 65 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.trademarkcapital.com |
How Joseph'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 Joseph
Is Joseph Maxey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph'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 Joseph Maxey based?
Joseph Maxey is based in Watkinsville, Georgia.
What credentials does Joseph Maxey hold?
Joseph Maxey holds the CFP credential.
Is Joseph Maxey registered with the SEC?
Yes. Joseph Maxey is registered as an investment adviser representative in GA (CRD 5799816), 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 Joseph Maxey?
Through Joseph'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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