Overview
Assets Under Management: $414 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 165
Average Client Assets: $2 million
Frequently Asked Questions
TRINITY CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143097), TRINITY CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TRINITY CAPITAL MANAGEMENT, LLC is headquartered in SANTA BARBARA, CA.
TRINITY CAPITAL MANAGEMENT, LLC serves 165 high-net-worth clients according to their SEC filing dated February 29, 2024. View client details ↓
According to their SEC Form ADV, TRINITY CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TRINITY CAPITAL MANAGEMENT, LLC manages $414 million in client assets according to their SEC filing dated February 29, 2024.
According to their SEC Form ADV, TRINITY CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 923
Discretionary Accounts: 911
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 143097
Last Filing Date: 2024-02-29 00:00:00
Website: https://trinitycm.com