Joseph Ezernack has been CEO, CIO, Chief Compliance Officer, Shareholder of Trademark Capital Management since January 2011, is a control person of the firm and directly owns between 50% and 75% of it. Joseph Ezernack holds a Bachelor of Science from Northwestern State University and a Master of Business Administration from Terry College of Business, University of Georgia.
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.
Joe Ezernack is CEO and Chief Investment Officer of Trademark Capital. He has over twenty years of portfolio management experience. Before joining Trademark, he was co-founder of Athens Capital Group and Senior Portfolio Manager at PMFM/401kToolbox.
Joseph Ezernack’s longest registration is the current one, 11 years at Trademark Capital Management since 2015. Before joining Trademark Capital Management in 2015, Joseph Ezernack 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– · 4 yearsBogart, GA · Adviser representative · Firm CRD 142752
- Personal Mutual Fund Management– · 3 yearsWatkinsville, GA · Adviser representative · Firm CRD 112608
Investment adviser representative registrations
Joseph Ezernack is registered as an investment adviser representative in Georgia, since August 2015.
- GeorgiaSince 5 August 2015
Examinations
No examinations are on Joseph Ezernack’s record.
- Full name
- Joseph Gerald Ezernack
- CRD
- 4639821
- Firm
- Trademark Capital Management · CRD 214512
- Role
- CEO, CIO, Chief Compliance Officer, Shareholder
- Office
- 1551 JENNINGS MILL ROAD, SUITE 1200A, Watkinsville, GA 30677
- Registration
- Investment adviser registration
- In the industry since
- September 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trademarkcapital.com
Where does Joseph Ezernack work?
Joseph Ezernack has been CEO, CIO, Chief Compliance Officer, Shareholder of Trademark Capital Management Inc. since January 2011, and is a control person of the firm.
Is Joseph Ezernack a financial advisor?
Yes. Joseph Ezernack has a current investment-adviser registration in Georgia, through Trademark Capital Management since August 2015.
How many years of experience does Joseph Ezernack have?
Joseph Ezernack has 23 years in the financial industry, since September 2003, across 4 adviser firms.
Where did Joseph Ezernack work before Trademark Capital Management?
Before Trademark Capital Management, Joseph Ezernack was registered through Athens Capital Group, LLC, March 2007 to April 2011; Personal Mutual Fund Management, February 2003 to September 2006.
Where is Joseph Ezernack based?
Joseph Ezernack’s registered office is in Watkinsville, GA.
Is Joseph Ezernack registered with FINRA?
No. Joseph Ezernack has no current broker registration.
How can I verify Joseph Ezernack’s record?
Search CRD 4639821 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Ezernack’s full registration record.
