Investment Trends Capital Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Investment Trends Capital Group LLC, founded in 2023, provides discretionary asset management to a range of clients including individuals, high-net-worth clients, trusts, foundations, LLCs, corporations and other private entities. The firm documents each client’s investment goals, time horizon and risk tolerance and implements asset allocation, security selection and ongoing portfolio monitoring under discretionary authority while permitting client-imposed investment restrictions.
The firm’s investment process draws on macroeconomic, fundamental, technical, charting and cyclical analysis to build portfolios tailored to client objectives and risk profiles. Accounts are reviewed at least quarterly and more frequently when market conditions or client circumstances warrant, with rebalancing considered as part of ongoing monitoring.
Distinctive elements disclosed in the brochure include a required custodial relationship with a particular broker-dealer (Charles Schwab) and acknowledgement that the firm may receive research or other soft-dollar benefits from custodians, which it addresses through a Code of Ethics and trade-review practices. The firm does not vote client proxies (clients receive and vote their own) and the chief compliance officer performs periodic reviews of client accounts and affiliated-person trading; no disciplinary history is reported.
Client services
Expertise
Fee options
2.00% annually
Main office
Scottsdale AZ
Advisors at this office
1
Most active in
Arizona · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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