Trevor Gary Sinclair
Investment adviser representative at Elgethun Capital Management
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Elgethun Capital ManagementJun 2024 to now
- Old Dominion Freight LineMay 2023 to Aug 2023
- University of South DakotaJul 2022 to May 2024
- Southland Swim AssociationJun 2021 to Jul 2022
- University of South DakotaAug 2020 to Jun 2021
- HyveeApr 2020 to Aug 2020
- Right Idea EnterprisesMar 2020 to Aug 2020
- Blue Valley West High SchoolSep 2019 to Mar 2020
- Church of the ResurrectionAug 2018 to Sep 2019
- Blue Valley West High SchoolAug 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (SD).
Elgethun Capital Management
$1.1BAssets managed
303Clients
10Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7997079
- Firm CRD
- 127616