INVESTMENT TRENDS CAPITAL GROUP LLC

INVESTMENT TRENDS CAPITAL GROUP LLC is an SEC-registered investment adviser (CRD 328745). Regulatory assets under management: $28.0M.

Registration

• CRD: 328745
• Type: Registered investment adviser
• Phone: 561-866-1529
• Latest filing: 2026-02-18
• Regulatory AUM: $28.0M
• Discretionary AUM: $28.0M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328745 on SEC IAPD (source of record)
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