Trendency Capital Management, LLC

Trendency Capital Management, LLC (CRD# 159431) is a financial advisory firm headquartered in Columbus, OH. They manage $24,000,000 in 300 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $80,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TN

Financial Advisors at Trendency Capital Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Joshua R. Allen
CRD#: 5074710
8415 Pulsar Place, Ste 210, Columbus, OH 43240
96
Wealthminder
score

Joshua Allen (CRD# 5074710) is an Investment Advisor Representative working at Trendency Capital Management, LLC in Columbus, OH and has over 10 years of experience in the finance industry. Joshua Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew H. Fields
CRD#: 4663093
3051664, Columbus, OH 43240
93
Wealthminder
score

Matthew Fields (CRD# 4663093) is an Investment Advisor Representative working at Trendency Capital Management, LLC in Columbus, OH and has over 11 years of experience in the finance industry.

3
David B. Meske
CRD#: 4142982
8415 Pulsar Place, Ste 210, Columbus, OH 43240
93
Wealthminder
score

David Meske (CRD# 4142982) is an Investment Advisor Representative working at Trendency Capital Management, LLC in Columbus, OH and has over 17 years of experience in the finance industry.

4
Robert M. Mitchell
CRD#: 4852647
Thompsons Station, TN
93
Wealthminder
score

Robert Mitchell (CRD# 4852647) is an Investment Advisor Representative working at Trendency Capital Management, LLC in Thompsons Station, TN and has over 13 years of experience in the finance industry.

5
Mark W. Pfister
CRD#: 1843650
400 West Wilson Bridge Rd, Ste 260, Worthington, OH 43085
93
Wealthminder
score

Mark Pfister (CRD# 1843650) is an Investment Advisor Representative working at Trendency Capital Management, LLC in Worthington, OH and has over 17 years of experience in the finance industry.

6
John M. Riley
CRD#: 2325085
8415 Pulsar Pl Ste 210, Columbus, OH 43240
93
Wealthminder
score

John Riley (CRD# 2325085) is an Investment Advisor Representative working at Trendency Capital Management, LLC in Columbus, OH and has over 23 years of experience in the finance industry.

7
Mary C. Slane
CRD#: 4050817
Dublin, OH
93
Wealthminder
score

Mary Slane (CRD# 4050817) is an Investment Advisor Representative working at Trendency Capital Management, LLC in Dublin, OH and has over 10 years of experience in the finance industry.

8
Phillip J. Susi
CRD#: 5109197
8415 Pulsar Place, Ste 210, Columbus, OH 43240
90
Wealthminder
score

Phillip Susi (CRD# 5109197) is an Investment Advisor Representative working at Trendency Capital Management, LLC in Columbus, OH and has over 6 years of experience in the finance industry.

9
Nicholas Walker
CRD#: 6549776
8415 Pulsar Place, Suite 210, Columbus, OH 43240
87
Wealthminder
score

Nicholas Walker (CRD# 6549776) is an Investment Advisor Representative working at Trendency Capital Management, LLC in Columbus, OH and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.