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Trent S

Series 66

Arlington, TX

Sundial Capital Management, L.P.

Trent Schlauch is a financial advisor at Sundial Capital Management, L.P. with 16 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2007. Schlauch is a minority partner in a family real estate business but has no active duties in that venture. Sundial Capital Management serves accredited and qualified investors through a private pooled investment vehicle, offering discretionary portfolio management that employs a flexible, research-driven strategy including long-term positions, derivatives, short selling, and event-driven trades.

Options & derivatives strategies
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Brian N

Series 65

Arlington, TX

Sundial Capital Management, L.P.

Brian Nerney is the sole advisor at Sundial Capital Management, L.P. in Arlington, TX, holding a Series 65 designation with 19 years of industry experience. His work history includes long-term roles at several companies, notably Sundial Capital Management since 2001 and Heritage Investment Corp since 1988. Sundial Capital Management serves accredited and qualified investors through a private pooled vehicle, offering discretionary portfolio management that includes asset allocation, security selection, and fund reporting. The firm uses a flexible, research-driven investment approach with long-term positions alongside short selling, options, derivatives, and event-driven trades within defined risk parameters.

Options & derivatives strategies
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