RIA Intel›Advisers›Pennsylvania›TRENDSCAST FINANCIAL LLC

TRENDSCAST FINANCIAL LLC

Advisory

EIGHTY FOUR, PA

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in PA

#1,202

of 1,528 advisers by AUM

Average account

$74K

across 344 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$25M

Discretionary AUM$16M

Non-Discretionary AUM$10M

Discretionary %62.7%

Total Clients270

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, PA, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

270 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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