TRINITY CAPITAL MANAGEMENT, LLC

Company Profile

As of Date 04/15/2026
ADV Location United States, CA
Websites
AUM* 612,071,942 36%
of that, discretionary 611,598,030 36%
Number of Employees 8
of those in investment advisory functions 6 -25%
Private Fund GAV* 0
Avg Account Size 588,531 32%
High Net Worth 45.65% 14%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Disclosure Reporting

11.D(2) Other regulator found violation
View 1 DRP Record

Recent News

Reported AUM

556M 477M 397M 318M 238M 159M 79M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM