# Trendz Advisors

> Trendz Advisors is a state-registered investment advisory firm in Knoxville, TN, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 139528
- Filed as: TRENDZ ADVISORS
- Legal name: Trendz Advisors, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139528
- AdvisorCensus page: https://advisorcensus.com/firm/trendz-advisors-knoxville-tn-139528

## Quick answers

**How is Trendz Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Trendz Advisors 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 Trendz Advisors located?**
Trendz Advisors' principal office is in Knoxville, TN, according to its Form ADV.

**Is Trendz Advisors registered with the SEC or a state?**
Trendz Advisors is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 139528.

**How much does Trendz Advisors manage?**
Trendz Advisors reports $38,670,759 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (54% discretionary).

**What types of clients does Trendz Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Trendz Advisors report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139528

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $38,670,759
- Discretionary: $20,714,672
- Non-discretionary: $17,956,087

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $20,714,672 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $17,956,087 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139528

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trendz Advisors (CRD 139528): Form ADV filing data as of October 2026.