Trade Therapy, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Trade Therapy, LLC offers discretionary and non‑discretionary portfolio management services to individuals, high‑net‑worth clients, and small institutions, and it also publishes a fee‑based, general educational research product called Clarity that does not provide individualized advice. The firm’s brochure states that it currently does not manage any client assets on either a discretionary or non‑discretionary basis.
The firm’s investment approach emphasizes technical analysis of price, volume, momentum, and trend across multiple timeframes, applied to equity‑ and ETF‑focused portfolios with periodic rebalancing. For risk management the firm may tactically raise cash or employ inverse/short ETFs for limited periods and applies stated risk controls to address potential conflicts tied to performance arrangements.
A noteworthy feature is the paid subscription research publication, offered separately from advisory services — subscription‑based periodicals are uncommon among peers in this category. The brochure also discloses the firm’s willingness to enter into performance‑based fee arrangements for qualified clients while declining third‑party sales compensation and not voting client proxies, an operational mix that differs from many investment managers.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Factor investing / smart beta
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
20% of net profits above high water mark, charged to qualified clients only, calculated and billed in arrears over a specified measurement period.
Clarity publication subscription: $59.99 per month standard, with promotional pricing such as $29.99 per month annual prepay (total $359.88) and limited duration discounts.
Account minimum: $250,000
Main office location
Trade Therapy, LLC
Los Angeles CA, United States
Number of offices
1
Most active in
Trade Therapy, LLC has reported serving >5 clients in these states in the last 12 months.
California
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:
-
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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