RIA Intel›Advisers›North Carolina›TRENT CAPITAL MANAGEMENT INC

TRENT CAPITAL MANAGEMENT INC

Advisory

N·GREENSBORO, NC

Data as of Dec 6, 2024 · Source: SEC Form ADV

Total AUM

$141M

1-Year AUM Growth

+9.1%

3-Year CAGR

+0.8%

Employees

1

Assets Under Management

Total AUM$141M

Discretionary AUM$80M

Non-Discretionary AUM$61M

Discretionary %56.7%

Total Clients139

Team

Total Employees1

Investment Advisers4

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record36

First FilingJan 10, 2001

Latest FilingDec 6, 2024

🔒 Full AUM trend chart and 36 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRENT CAPITAL MANAGEMENT INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.