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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-03-1996
- Office Locations
- 1
Office Locations
About Global Trends Investments
Global Trends Investments is a Huntington Beach, CA advisory founded by ETF veteran Tom Lydon. The firm provides comprehensive, goals-based portfolio management for households with $500k+ to invest, building custom allocations exclusively with ETFs and adjusting exposures based on market trends and risk tolerance. Advisors are fully remote/video-enabled, and Lydon also founded ETF Trends, a site covering ETF news, products, and trends.
Reported data analysis
What the numbers show
Between August 9, 2011 and July 19, 2012, reported AUM decreased 14.4%, from $79.0M to $67.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 52 clients, or 52 clients per representative. That equates to $930.3K in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on January 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
THOMAS FRANCIS LYDON JR
Chief Compliance Officer, Founder and head of Global Trends Investments
- CRD
- #1099080
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,374,435 | $214,003 |
| Non-Discretionary | $0 | -- |
| Total | $48,374,435 | $214,003 |
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Separately Managed Accounts
SMA allocation detail is available
Global Trends Investments has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.