Donald Beasley has been Principal, Shareholder of Trademark Capital Management since January 2011, is a control person of the firm and directly owns between 25% and 50% of it. Donald Beasley holds a Bachelor of Science in Math from Northwestern State University, a Bachelor of Science in Physical Education from Northwestern State University and a Master's in Administration from Northwestern State University.
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.
Don Beasley is Principal & Managing Director of Trademark Capital. He began his professional money management career in 1988 and has been a nationally featured speaker on technical market analysis and quantitative criteria for mutual fund selection and management. Before Trademark, he co-founded Personal Mutual Fund Management (PMFM), Inc. in 1992.
Donald Beasley’s longest registration is the current one, 11 years at Trademark Capital Management since 2015. Before joining Trademark Capital Management in 2015, Donald Beasley was registered through Trademark Capital Management Inc and Athens Capital Group, LLC.
- – present · 11 yearsWatkinsville, GA · Adviser representative · Firm CRD 214512
- Trademark Capital Management Inc– · 4 yearsWatkinsville, GA · Adviser representative · Firm CRD 110237
- Athens Capital Group, LLC– · 3 yearsBogart, GA · Adviser representative · Firm CRD 142752
- Personal Mutual Fund Management– · 3 yearsBogart, GA · Adviser representative · Firm CRD 112608
- Pinnacle Fund Management, Inc.– · 1 yearBogart, GA · Adviser representative · Firm CRD 122020
Investment adviser representative registrations
Donald Beasley is registered as an investment adviser representative in Georgia, since August 2015.
- GeorgiaSince 5 August 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 16 May 1995 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 February 1994 |
- Name
- Non-Member General Securities Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Donald Lawrence Beasley
- CRD
- 1910483
- Firm
- Trademark Capital Management · CRD 214512
- Role
- Principal, Shareholder
- Office
- 1551 JENNINGS MILL ROAD, SUITE 1200A, Watkinsville, GA 30677
- Registration
- Investment adviser registration
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trademarkcapital.com
Where does Donald Beasley work?
Donald Beasley has been Principal, Shareholder of Trademark Capital Management Inc. since January 2011, and is a control person of the firm.
Is Donald Beasley a financial advisor?
Yes. Donald Beasley has a current investment-adviser registration in Georgia, through Trademark Capital Management since August 2015.
How many years of experience does Donald Beasley have?
Donald Beasley has 24 years in the financial industry, since May 2002, across 5 adviser firms.
What exams has Donald Beasley passed?
Donald Beasley has passed 2 licensing exams: the Series 65 and Series 2. The earliest, the Series 65, was passed in February 1994.
Where did Donald Beasley work before Trademark Capital Management?
Before Trademark Capital Management, Donald Beasley was registered through Athens Capital Group, LLC, September 2007 to April 2011; Personal Mutual Fund Management, April 2003 to September 2006; Pinnacle Fund Management, Inc., January 2001 to December 2002.
Where is Donald Beasley based?
Donald Beasley’s registered office is in Watkinsville, GA.
Is Donald Beasley registered with FINRA?
No. Donald Beasley has no current broker registration.
How can I verify Donald Beasley’s record?
Search CRD 1910483 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Beasley’s full registration record.
