Zen Trends Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,898,895
Clients
9
0% 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
9
Very LowAverage account size
$433,211
About
Zen Trends Capital LLC provides discretionary and non-discretionary asset management and investment advice to a small client base that is primarily high‑net‑worth individuals; it also serves trusts, estates, private foundations, and business owners. The firm delivers portfolio management services that can include the selection of model portfolios and execution of securities transactions for individual accounts.
The firm’s investment approach combines fundamental and technical analysis within an asset‑allocation framework that may include equities, fixed income, ETFs, mutual funds, OTC securities, and indexed bond funds. Zen Trends often manages only a portion of a client’s total holdings, may concentrate allocations in one or a few asset categories, and conducts regular (at least quarterly) reviews of accounts and model portfolios.
Distinctive aspects of the firm include an unusually significant non‑U.S. client base for a solo independent advisor and an explicit use of Interactive Brokers when international account management is important. The firm’s principal has developed near real‑time market‑trend models informed by experience since the 2008–2009 crisis and also maintains substantial involvement in a family‑owned optical business during market hours, factors that shape the firm’s operational profile.
Client services
Portfolio management
Expertise
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
$0 - $499,999.99 or less: 1.5% $500,000.00 - $999,999.99: 1.25% $1,000,000.00+: 1.0%
Account minimum: $50,000
Main office location
Zen Trends Capital LLC
Portland OR, United States
Number of offices
1
Most active in
Zen Trends Capital LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · Washington
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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