Councilmark Asset Management, LLC
● SEC registered since 2000CRD 111748SEC# 801-57832Knoxville, TN
Reg. AUM
$270.8M
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 $270.8 million in regulatory assets under management and employs 3 people.
Councilmark Asset Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Walden Pettway Control | Member, Managing Partner, Chief Compliance Officer | 50-75% | 1999 |
| Stanley Wayne Erwin Control | Member, Portfolio Manager | 25-50% | 2000 |
Frequently asked questions
How much does Councilmark Asset Management, LLC manage?
Councilmark Asset Management, LLC reports $270.8 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
| Address | 2607 Kingston Pike, Tyson Place, Suite 180, Knoxville, TN 37919 |
| Phone | 865-330-2525 |
| Fax | 865-330-2530 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2022076 |
| Discloses disciplinary history | No |
Regulatory AUM
$270.8M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$270.8Mregulatory AUM
Discretionary $270.8M