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SEC Form ADV Part 2A Brochure Trent Capital Management, Inc. 3150 North Elm Street Suite 204 Greensboro, NC 27408 Telephone: 336/2829302 Email: labial×trentcapital.com Web Address: www.trentcapital.com March

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How to fill out sec form adv part

01

To fill out SEC Form ADV Part, you need to follow these steps:

02

Start by providing basic information about your firm, such as its name, address, and contact details.

03

Disclose information about your firm's ownership structure and any related persons.

04

Provide details about the types of clients your firm serves and the investment strategies you employ.

05

Describe any potential conflicts of interest that may exist.

06

Outline your firm's fee structure, including any performance-based fees.

07

Provide information about your firm's disciplinary history, if applicable.

08

Disclose any affiliations or relationships with other financial firms.

09

Include any additional required information or disclosures as specified by the SEC.

10

Review the completed form to ensure accuracy and completeness.

11

Submit the form electronically through the SEC's Investment Adviser Registration Depository (IARD) system.

Who needs sec form adv part?

01

Investment advisers who are registered with the Securities and Exchange Commission (SEC) need to file SEC Form ADV Part.

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What is sec form adv part?

SEC Form ADV Part is a form that investment advisors registered with the SEC must file to provide information about their business practices, clients, and potential conflicts of interest.

Who is required to file sec form adv part?

Investment advisors registered with the SEC are required to file SEC Form ADV Part.

How to fill out sec form adv part?

SEC Form ADV Part can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of sec form adv part?

The purpose of SEC Form ADV Part is to provide transparency to clients and regulators about an investment advisor's business practices.

What information must be reported on sec form adv part?

SEC Form ADV Part requires information about the advisor's business practices, disciplinary history, fees, conflicts of interest, and more.

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