# Trendscast Financial LLC

> Trendscast Financial LLC is a state-registered investment advisory firm in Eighty Four, PA, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 166470
- Filed as: TRENDSCAST FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Eighty Four, PA
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166470
- AdvisorCensus page: https://advisorcensus.com/firm/trendscast-financial-llc-eighty-four-pa-166470

## Quick answers

**How is Trendscast Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trendscast Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Trendscast Financial LLC located?**
Trendscast Financial LLC's principal office is in Eighty Four, PA, according to its Form ADV.

**Is Trendscast Financial LLC registered with the SEC or a state?**
Trendscast Financial LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166470.

**How much does Trendscast Financial LLC manage?**
Trendscast Financial LLC reports $25,450,000 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (63% discretionary).

**What types of clients does Trendscast Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (255); high net worth individuals (12); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Trendscast Financial 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/166470

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $25,450,000
- Discretionary: $15,950,000
- Non-discretionary: $9,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 255 | $21,900,000 |
| High net worth individuals | 12 | $3,300,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $250,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, PA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trendscast Financial LLC (CRD 166470): Form ADV filing data as of October 2026.