Clayton Matthew Keffer
Investment adviser representative at Trademark Capital Management Inc.
13 yearsExperience
1 stateRegistered in
$150.8MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Trademark Capital Management Inc.Mar 2024 to now
- Mutty PawsAug 2017 to Mar 2024
- University of North GeorgiaAug 2017 to Dec 2022
- Oconee County High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
Trademark Capital Management Inc.
$150.8MAssets managed
339Clients
6Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8230569
- Firm CRD
- 214512