# Franklin Trend Investment Management, LLC

> Franklin Trend Investment Management, LLC is a state-registered investment advisory firm in Boise, ID, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 282977
- Filed as: FRANKLIN TREND INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282977
- AdvisorCensus page: https://advisorcensus.com/firm/franklin-trend-investment-management-llc-boise-id-282977

## Quick answers

**How is Franklin Trend Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Franklin Trend Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Franklin Trend Investment Management, LLC located?**
Franklin Trend Investment Management, LLC's principal office is in Boise, ID, according to its Form ADV.

**Is Franklin Trend Investment Management, LLC registered with the SEC or a state?**
Franklin Trend Investment Management, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282977.

**How much does Franklin Trend Investment Management, LLC manage?**
Franklin Trend Investment Management, LLC reports $32,506,674 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Franklin Trend Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (11).

**Does Franklin Trend Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282977

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $32,506,674
- Discretionary: $32,446,132
- Non-discretionary: $60,542

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $8,934,831 |
| High net worth individuals | 11 | $23,571,843 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, SC, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ftminvest.com](https://ftminvest.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Franklin Trend Investment Management, LLC (CRD 282977): Form ADV filing data as of October 2026.
