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TRENDCALC DYNAMICS
TRENDCALC CAPITAL MANAGEMENT LLC
CRD 288325
21 E. STATE STREET, SUITE 200, COLUMBUS, OH, 43215, United States
Phone
614-300-7390
Fax
614-816-2973
Registration
— (—)
Source
State registered
Total AUM
$35.1M
Discretionary AUM
$35.1M
Team
1 total employees; 1 advisory reps; 30 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $19.2M |
| High net worth individuals | 3 | $15.9M |
All web addresses on file
Official SEC filing: View on IAPD