Trainor Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$53,617
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Trainor Consulting provides investment management services primarily to individual and joint accounts and also offers tax preparation for individuals, partnerships and small businesses. The firm manages client accounts on a non-discretionary basis, does not take custody of client assets, and delivers written quarterly reports that include recommended rebalancing and security replacements.
The firm’s investment approach emphasizes disciplined active management grounded in fundamental research on individual companies and a long-term holding horizon. Trainor constructs model portfolios from individual common stocks, mutual funds and ETFs, rebalances on a set schedule, and specifically discloses that it does not short-sell, time markets, accept margin accounts, or manage cryptocurrency accounts.
Trainor Consulting operates as a sole proprietorship with modest assets under management and no performance-based fees, a structure that contrasts with many investment-manager peers that typically manage pooled or institutional mandates. The firm also discloses seasonal in-house tax-preparation work and maintains a detailed Code of Ethics with strict personal trading controls and a do-not-trade list, both of which the brochure identifies as potential conflict-of-interest considerations for clients.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
0.75% annually, charged quarterly as 0.1875% per quarter
Hourly basis charged for tax preparation services, rates vary by type of return
Main office location
Trainor Consulting
Winchester VA, United States
Number of offices
1
Most active in
Trainor Consulting has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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