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Trendstar Advisors, LLC (Overland Park)


Trendstar Advisors, LLC is a large advisory firm based in Overland Park. It manages $67.26 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona, Florida, Kansas, and Texas.

Trendstar Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trendstar Advisors: assets under management

The assets under management (AUM) of Trendstar Advisors, LLC is $67.26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $67.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.04 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Trendstar Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Overland Park

The principal office where Trendstar Advisors, LLC performs its advisory services is located at 7300 C0 Llege Blvd, Overland Park, KS 66210 The mailing address of the firm is 7300 College Blvd, Overland Park, KS 66210. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 913-661-2900 or by fax 913-661-2963. The normal business hours are 8:00am - 5:00pm cst on Monday - Friday.


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