Trotter Capital Management, Inc. (Duncanville)

Trotter Capital Management, Inc. is an adviser based in Duncanville. It manages $35 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Trotter Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Trotter Capital Management: assets under management

The assets under management (AUM) of Trotter Capital Management, Inc. is $35 million. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31 million in discretionary accounts and $4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.2 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trotter Capital Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Trotter Capital Management, Inc.

Ide Trotter has been acting as President since 1 Apr 1990. Ide Peebles Trotter joined the executive team most recently as the President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ide Trotter	President	1 Apr 1990	75% - 100%	2112140
Ide Peebles Trotter	President/chief compliance officer	1 Apr 1990	75% - 100%	2112140

Based in Duncanville

The principal office where Trotter Capital Management, Inc. performs its advisory services is located at 1215 Rock Springs Road, Duncanville, TX 75137 2839, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.