Patrick Trencansky, financial advisor Columbus OH

Patrick Trencansky

CRD Number: 5599546
Current Firm: Diamond Hill Capital Management Inc.

Patrick Trencansky (CRD# 5599546) is an Investment Advisor Representative working at Diamond Hill Capital Management Inc. in Columbus, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Foreside Financial Services, LLC Jacksonville, FL May 2021 - Current < 1
Diamond Hill Capital Management Inc. Jacksonville, FL May 2021 - Current < 1
Foreside Financial Services, LLC Columbus, OH May 2018 - May 2021 3
Diamond Hill Capital Management Inc. Columbus, OH Apr 2018 - May 2021 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte, NC May 2011 - Mar 2018 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Patrick D. Trencansky
Phone Number: 614-255-3333
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    26,411
    MILLIONS
  • Total Number of Accounts
    2,914
    ACCOUNTS
  • Average Account Value
    $9,063,353
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, CT, FL, GA, LA, MA, MI, MO, NH, NJ, NY, OH, PA, VA

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