Tallahassee, FL Office
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Trek Financial
Multi-team
Firm-wide stats for Trek Financial
About
Trek Financial serves individual and high‑net‑worth clients as well as institutional retirement plans, providing discretionary and non‑discretionary asset management, financial planning, and retirement‑plan fiduciary and non‑fiduciary services. Like many multi‑team advisors, it charges asset‑based advisory fees and offers ongoing portfolio management and planning support through a network of adviser representatives.
The firm blends strategic and tactical approaches, using forward‑looking portfolio construction and a mix of rules‑based, evidence‑based models alongside fundamental and technical analysis; it discloses the use of artificial‑intelligence tools for research, client communication drafting, and portfolio processes under written AI governance and human review. Trek offers direct indexing with tax‑loss harvesting for taxable accounts and integrates third‑party signal providers and quantitative models into its model management and monitoring framework.
What is distinctive is the breadth and specificity of its model and alternative offerings — from multiple NDR, MacroQuant, Viking, BCM and Bulwark systematic strategies to PIMCO and State Street models — plus a suite of options‑based overlays and four different concentrated‑stock hedging approaches (including “black‑swan” hedges, spreads, collars, and covered calls). The firm also provides access to alternative‑investment platforms through CAIS and iCapital, lists structured‑note and direct‑indexing capabilities, and identifies specific custodial relationships (including recommending Gemini for digital assets), while adviser representatives have discretion to negotiate or waive fees within firm parameters.
Based on Trek Financial
Expertise
Based on Trek Financial
Demographic focus
Based on Trek Financial
Location
1292 Timberlane Rd
Tallahassee FL 32312
Advisors at this office
2
Advisors at this office
Carolyn M
Series 65
Tallahassee, FL
Trek Financial
Carolyn Mcclenny is a financial advisor at Trek Financial with six years of industry experience. She holds a Series 65 designation and has been with Trek Financial since 2020. In addition to her advisory role, she serves as a professor of reading education at Thomas University, where she has taught since 2004. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical portfolio management techniques, incorporating AI tools and a wide range of systematic strategies, alternative investments, and customized hedging approaches.
James M
Series 63, Series 65
Tallahassee, FL
Trek Financial
James Mcclenny is a financial advisor with Trek Financial in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Trek Financial since 2018 and previously held roles at Signet Wealth Management, Horter Investment Management, and DeMont Insurance and Financial Services. Outside of investment advisory, Mcclenny is a licensed insurance agent active in life, health, and long-term care insurance sales, serves on the Coca-Cola board of directors, and lectures on financial education for the Council of Financial Educators and the Stavros Center for Economic Education. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools under governance, and provides a wide range of model strategies, alternative-investment access, and customized portfolio overlays.
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