Clayton Keffer has been an investment adviser representative at Trademark Capital Management since April 2026, and is not listed among the firm’s executive officers or direct owners.
Trademark Capital Management Inc. is a Watkinsville, GA firm with $151M under management, 339 clients and 4 advisers across 4 offices, as of its September 2026 filing.
- – present · under a yearWatkinsville, GA · Adviser representative · Firm CRD 214512
Investment adviser representative registrations
Clayton Keffer is registered as an investment adviser representative in Georgia, since April 2026.
- GeorgiaSince 14 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 April 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Clayton Matthew Keffer
- CRD
- 8230569
- Firm
- Trademark Capital Management · CRD 214512
- Office
- 1551 JENNINGS MILL ROAD, SUITE 1200A, Watkinsville, GA 30677
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Clayton Keffer work?
Clayton Keffer is an investment adviser representative registered through Trademark Capital Management Inc. since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Clayton Keffer a financial advisor?
Yes. Clayton Keffer has a current investment-adviser registration in Georgia, through Trademark Capital Management since April 2026.
How many years of experience does Clayton Keffer have?
Clayton Keffer has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Clayton Keffer passed?
Clayton Keffer passed the Series 65 in April 2026.
Where is Clayton Keffer based?
Clayton Keffer’s registered office is in Watkinsville, GA.
Is Clayton Keffer registered with FINRA?
No. Clayton Keffer has no current broker registration.
How can I verify Clayton Keffer’s record?
Search CRD 8230569 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clayton Keffer’s full registration record.
