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).

Current Firm Details
8415 Pulsar Place, Suite 210, Columbus, OH 43240
http://www.trendencycapital.com/
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 Allen, financial advisor Columbus OH
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 Fields, financial advisor Columbus OH
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 Meske, financial advisor Columbus OH
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 Mitchell, financial advisor Thompsons Station TN
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 12 years of experience in the finance industry.

5
Mark Pfister, financial advisor Worthington OH
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 Riley, financial advisor Columbus OH
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 Slane, financial advisor Dublin OH
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 Susi, financial advisor Columbus OH
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, financial advisor Columbus OH
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 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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