CRD: 328745
Investment Trends Capital Group LLC
$28.0M Total AUM
$28.0M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
2 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-08-2023
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About Investment Trends Capital Group LLC
Investment Trends Capital Group LLC is a Scottsdale, AZ registered investment adviser providing asset management and asset-allocation guidance with a fixed-income tilt. The firm’s SMA exposure is primarily corporate credit (investment- and non-investment-grade) with smaller allocations to funds and ETFs, and it focuses on serving entrepreneurs. Custody includes Capital Group and Charles Schwab.
Team overview
-- AVG AGE
$28.0M AVG AUM / ADVISOR
$848.5K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Radial insight
Client Personas
Element
Custodian
Insight Delta ridge Ridge
Investment Themes
Foundation
Investment Vehicles
Ember
Platform
Prime catalyst
Services
Signal
Owner & Executives
J
JOHN BARRY BORTON
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2552742
- Ownership
- 75% or more
(724) 525-9802
insight.harbor@optimacapital.com
in linkedin.com/in/delta-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,000,000
Corporate - Non-Investment Grade:
14.2% Public Funds:
41.5% Equity - Exchange:
19.8% Corporate - Investment Grade:
24.5% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | $1,238,613,094 | 14.2% |
| Public Funds | $3,619,890,380 | 41.5% |
| Equity - Exchange | $1,727,080,230 | 19.8% |
| Corporate - Investment Grade | $2,137,043,718 | 24.5% |
| Total | $8,722,627,422 | 100.0% |