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Clayton Matthew Keffer

Trademark Capital Management Inc.

Watkinsville, GA

CRD 8230569

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Employer firm

Trademark Capital Management Inc. CRD 214512

$151M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Trademark Capital Management Inc.

1551 Jennings Mill Road Suite 1200A, Watkinsville, GA 30677 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-04-14
  • GA RA
    APPROVED
    Since 2026-04-14

Branch Locations

1551 Jennings Mill Road Suite 1200A, Watkinsville, GA 30677 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trademark Capital Management Inc. Watkinsville GA 03/2024 Present
Mutty Paws Watkinsville GA 08/2017 03/2024
University Of North Georgia Dahlonega GA 08/2017 12/2022
Oconee County High School Watkinsville GA 08/2013 05/2017
  • 03/2024 → Present
    Trademark Capital Management Inc.
    Watkinsville, GA
  • 08/2017 → 03/2024
    Mutty Paws
    Watkinsville, GA
  • 08/2017 → 12/2022
    University Of North Georgia
    Dahlonega, GA
  • 08/2013 → 05/2017
    Oconee County High School
    Watkinsville, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-02
  • S65 Uniform Investment Adviser Law Examination
    2026-04-02
Other Names
  • Clay Matthew Keffer

View on SEC IAPD

Nearby Firms

STADION MONEY MANAGEMENT, LLC
LPL FINANCIAL LLC
SYNOVUS SECURITIES, INC.

Nearby Investors

MICHAEL DAVID ISAAC
DUANE LEO BERNT
CLAYTON ADAM FRESK

Nearby Offices

STADION MONEY MANAGEMENT, LLC · WATKINSVILLE, GA
LPL FINANCIAL LLC · WATKINSVILLE, GA
SYNOVUS SECURITIES, INC. · WATKINSVILLE, GA

More in Watkinsville, GA

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