LP Profile

Councilmark Asset Management

Also known as councilmark

Asset ManagerKnoxville, United StatesFounded 1999
$271M
Assets Under Management
Knoxville
Headquarters
Investment Focus

About Councilmark Asset Management

Councilmark Asset Management is an independent investment management firm based in Knoxville, Tennessee, founded in 1999 and registered with the SEC under the Investment Advisers Act of 1940. It manages about $271 million. It provides management, service and reporting for individuals, family trusts, foundations, charitable organizations and corporations. Its professionals have over 50 years of combined experience. The firm's only revenue source is a fee based on a percentage of assets under management, the minimum account size is $1 million, and it does not take custody of client assets.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Councilmark Asset Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$270.8M
Total Clients
107
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Councilmark Asset Management?

Councilmark Asset Management is a asset manager based in Knoxville, United States, managing approximately $271M in assets.

Where is Councilmark Asset Management headquartered?

Councilmark Asset Management is headquartered in Knoxville, United States.

How much does Councilmark Asset Management manage?

Councilmark Asset Management manages approximately $271M in assets under management.

When was Councilmark Asset Management founded?

Councilmark Asset Management was founded in 1999.

How can I contact Councilmark Asset Management?

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