David Denham
Advisor at Trademark Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Trademark Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Watkinsville, GA 30677
Credentials
Series 65
Industry experience
10 years
David Denham is a financial advisor with Trademark Capital Management Inc. in Watkinsville, GA, holding a Series 65 credential and nine years of industry experience. He has been with Trademark Capital Management since 2016 and owns Denham Wealth Management, LLC, through which he conducts a licensed life and health insurance business. Trademark Capital Management provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, retirement plans, and other investment professionals. The firm employs an active, model-driven investment approach using proprietary tactical asset-allocation models and manages approximately $220 million in discretionary assets across individual and institutional clients.
Based on Trademark Capital Management Inc.
Based on Trademark Capital Management Inc.
Based on Trademark Capital Management Inc.
Up to 1.25% annually, negotiable by each investment adviser representative; tiered fee schedule may apply
Certain associated persons are licensed insurance agents and receive commissions on insurance and annuity products sold.
Financial planning services hourly rate ranges from $150 to $250 per hour.
Performance fee of 10% on Trademark Partners Fund, LP investors if a predetermined hurdle rate is achieved; performance fees only apply to eligible clients investing in affiliated private funds.
Fee-only: Management fees are separate from commissions; financial planning fees may be discounted or waived with portfolio management engagement.
1551 Jennings Mill Road, Suite 1200 A
Watkinsville, GA 30677
Georgia
Trademark Capital Management Inc.
2016 - Present (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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