Who owns Investmark Advisory Group LLC?

No ownership or control links for Investmark Advisory Group LLC are resolved in the current sources yet — view the network graph to expand, or pull the cited JSON dossier.

What is Investmark Advisory Group LLC's risk level?

Investmark Advisory Group LLC has not yet been risk-scored — absence of a score means "not yet assessed", not "clean". Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership.

Where does Investmark Advisory Group LLC appear across sources?

Investmark Advisory Group LLC is indexed in the WhiteIntel corporate-ownership graph (US), with a source on every claim.

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Investmark Advisory Group LLC

Name: Investmark Advisory Group LLC — ownership dossier
Creator: WhiteIntel
License: https://whiteintel.dev/terms
Keywords: corporate ownership, beneficial ownership, UBO, corporate intelligence, OSINT, corporate registry, Investmark Advisory Group LLC, Company, US

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Company · US

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Ownership & control

No ownership or control links resolved yet

An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.

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106 assets
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Assets held

106 assetsPREMIUM

106 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.

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People & control

73 parties · 0 current

Every officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.

●
ABBVIE INC
Also holds roles at 22 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
ALPHABET CLASS A
Also holds roles at 27 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Fosse Capital Partners LLP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
●
ALPHABET CLASS C
Also holds roles at 29 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Merlin Capital, Inc13F holder
●
ALTRIA GROUP INC
Also holds roles at 16 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
●
AMAZON.COM INC
Also holds roles at 28 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
APPLE INC
Also holds roles at 31 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
AT&T INC
Also holds roles at 16 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
●
Belden Inc
Also holds roles at 2 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
●
BERKSHIRE HATHAWAY INC - CL B
Also holds roles at 25 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
BLACKSTONE INC COM
Also holds roles at 8 other companies
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
CAPITAL GROUP GROWTH ETF
Also holds roles at 3 other companies
- Vawter Financial, Ltd.13F holder
- WNY Asset Management, LLC13F holder
- Continuum Advisory, LLC13F holder
●
CAPITAL GROUP INTL FOCUS EQT
Also holds roles at 2 other companies
- Vawter Financial, Ltd.13F holder
- Continuum Advisory, LLC13F holder
●
CHEVRON CORP
Also holds roles at 25 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
COCA COLA CO
Also holds roles at 22 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
COHEN & STEERS INFRASTRUCTURE COM
Also holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
●
COSTCO WHOLESALE CORP
Also holds roles at 21 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
DIMENSIONAL ETF TRUST
Also holds roles at 8 other companies
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Vawter Financial, Ltd.13F holder
●
DISNEY WALT CO
Also holds roles at 22 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
Eaton Vance Tax Managed Global Income Fund
Also holds roles at 1 other company
- CoreFirst Bank & Trust13F holder
●
EXXON MOBIL CORP
Also holds roles at 23 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
FACEBOOK INC-A
Also holds roles at 23 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
FIDELITY COVINGTON TRUST
Also holds roles at 1 other company
- Slocum, Gordon & Co LLP13F holder
●
Fidelity MSCI Info Tech ETF
Also holds roles at 3 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- CoreFirst Bank & Trust13F holder
●
FS KKR CAP CORP
Also holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
●
HOME DEPOT INC
Also holds roles at 21 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
INTUITIVE SURGICAL INC
Also holds roles at 11 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
Inventrust Properties C
Also holds roles at 2 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
●
INVESCO EXCHANGE TRADED FD T
Also holds roles at 1 other company
- Continuum Advisory, LLC13F holder
●
INVESCO PREFERRED ETF
Also holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
●
INVESCO QQQ TR
Also holds roles at 11 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
●
Ishares Biotechnology ETF
Also holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- MINOT CAPITAL, LP13F holder
- HSBC HOLDINGS PLC13F holder
●
ISHARES CORE MSCI EAFE ETF
Also holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
ISHARES CORE S&P SMALL CAP ETF
Also holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
ISHARES FLOATING RATE BOND ETF
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES MSCI EAFE ETF
Also holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
ISHARES PREFERRED & INCOME SECURITIES ETF
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES RUSSELL 1000 ETF
Also holds roles at 6 other companies
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
ISHARES RUSSELL 1000 GROWTH ETF
Also holds roles at 10 other companies
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES RUSSELL 2000 VALUE ETF
Also holds roles at 8 other companies
- Belmont Capital, LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
ISHARES TR
Also holds roles at 11 other companies
- Belmont Capital, LLC13F holder
- HSBC HOLDINGS PLC13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
JOHNSON & JOHNSON
Also holds roles at 25 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
JPMORGAN CHASE & CO
Also holds roles at 25 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
KENVUE INC
Also holds roles at 8 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
MCDONALDS CORP
Also holds roles at 21 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
MICROSOFT CORP
Also holds roles at 28 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
●
Nuveen Quality Preferred II
Also holds roles at 1 other company
- CoreFirst Bank & Trust13F holder
●
NVIDIA CORP
Also holds roles at 25 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
PEPSICO INCORPORATED
Also holds roles at 22 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
PFIZER INC
Also holds roles at 23 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
PHILIP MORRIS INTL INC
Also holds roles at 14 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
●
PROCTER AND GAMBLE COMPANY
Also holds roles at 23 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
PUBLIC STORAGE COM
Also holds roles at 7 other companies
- Vinva Investment Management Ltd13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
QUALCOMM INC
Also holds roles at 20 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
REALTY INCOME CORP COM
Also holds roles at 10 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
RTX CORPORATION COM
Also holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
SCHWAB STRATEGIC TR
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SPDR S&P 500 ETF TRUST
Also holds roles at 19 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
SPDR SER TR
Also holds roles at 1 other company
- Continuum Advisory, LLC13F holder
●
TECHNOLOGY SELECT SECTOR SPDR FUND
Also holds roles at 9 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
●
TESLA INC
Also holds roles at 23 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
UNITED PARCEL SERVICE - CL B
Also holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
UNITED STATES OIL FUND LP
Also holds roles at 3 other companies
- Marathon Trading Investment Management LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- One River Asset Management, LLC13F holder
●
UNITEDHEALTH GROUP INC
Also holds roles at 20 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
VANGUARD FTSE EMERGING MARKETS ETF
Also holds roles at 9 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
●
VANGUARD GROWTH ETF
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- OLIVER LAGORE VANVALIN INVESTMENT GROUP13F holder
●
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Also holds roles at 6 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- CoreFirst Bank & Trust13F holder
●
VANGUARD INDEX FDS
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD GROUP INC13F holder
●
VANGUARD MID-CAP VALUE ETF
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
VANGUARD SMALL-CAP GROWTH ETF
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
VANGUARD VALUE ETF
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- WEST PACES ADVISORS INC.13F holder
●
VERIZON COMMUNICATIONS
Also holds roles at 18 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
VISA INC - CL A
Also holds roles at 22 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
Wp Carey Inc
Also holds roles at 3 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder

73 parties · 0 current. Ceased and resigned records are retained as history.

Community intel

Crowd leads · unverified

Tips, corrections and leads contributed by the community on Investmark Advisory Group LLC. These are unverified leads, not WhiteIntel findings — we surface them for investigators to chase, and analyse the corroborated ones into SnitchScore.

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