Trendcalc Dynamics
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,100,000
Clients
70
4% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
70
Very HighAverage account size
$501,429
About
TrendCalc Dynamics is an independent, single‑advisor investment advisory firm that provides investment management, financial planning, and consulting to individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm reports approximately $35.1 million in assets under management across about 70 clients and offers both discretionary and non‑discretionary portfolio management.
The firm describes a research‑driven, market‑price based investment process that integrates technical, trend and cyclical analysis with fundamental data to systematically identify differences in expected returns across global and regional equity and fixed‑income strategies. TrendCalc applies a disciplined, adaptable trading and asset‑allocation approach and may deploy third‑party money managers or platform solutions (for example, Orion Portfolio Solutions) while retaining ongoing monitoring responsibilities.
What distinguishes TrendCalc from many peers is its explicit ERISA practice: it offers retirement plan services including acting as a discretionary 3(38) investment manager for plans, a service relatively uncommon for independent firms of this size. The brochure also notes direct variable‑annuity management provided at no charge and discloses that its advisers maintain registered‑rep and insurance agency activities and receive referral or commission compensation from third‑party managers, which the firm identifies as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Fee options
Financial planning fixed fee, typically ranging from $0 to $15,000
$0+: Up to 2.00% $0 - $500,000: 2.00% $500,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.80% $10,000,001+: Subject to Negotiation All Assets+: 1.20% (Unified Managed Accounts) All Accounts+: 0.75% (Third Party Managed Portfolios/Customized Portfolios)
Up to $500 per hour for consulting services
Account minimum: $50,000 Minimum fee: $1.00 minimum monthly asset management fee Fee-only: Financial Planning: Fixed fee $0 to $15,000; Consulting: up to $500/hour
Main office location
Trendcalc Dynamics
21 E. State Street, Suite 200
Columbus OH 43215, United States
Number of offices
1
Most active in
Trendcalc Dynamics has reported serving >5 clients in these states in the last 12 months.
Florida · Ohio
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
Quick links
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