Trendz Advisors, Inc.
- Regulatory AUM
- $38.7M
- Discretionary
- $20.7M
- Clients
- 85
- Avg AUM / client
- $455K
- Accounts
- 85
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 83 | $20.7M | 53.6% |
| Pension and profit sharing plans | 2 | $18.0M | 46.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Covenant Medical Management 401(k) And Profit Sharing Plan Covenant Medical Group, Inc. | Knoxville, TN | 2024 |
| Covenant Health 401(k) Plan Covenant Health | 2024 | |
| Pya, P.C. 401 K Plan Pya, P.C. | 2024 | |
| Royal Brass & Hose Company, Inc. 401(k) Profit Sharing Plan Royal Brass & Hose Company, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Owen Taylor | President | Jan 2006 (21y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Covenant Medical Management 401(k) And Profit Sharing Plan | Covenant Medical Group, Inc. | 201 | $14.6M | 01/01/2024 |
| Covenant Health 401(k) Plan | Covenant Health | 9,723 | $894M | 01/01/2024 |
| Pya, P.C. 401 K Plan | Pya, P.C. | 211 | $40.0M | 01/01/2024 |
| Royal Brass & Hose Company, Inc. 401(k) Profit Sharing Plan | Royal Brass & Hose Company, Inc. | 259 | $12.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.33 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Fidelity Distributors Company Llc $16.6M (43% of AUM) Mar 2026
- Guggenheim $6.5M (17% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗