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TRINITY CAPITAL INVESTORS
CRD 110798 · SEC 801-57287
1675 LAKELAND DRIVE, STE 400, JACKSON, MS, 39216, United States
Phone
601-956-3511
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$458.3M
Discretionary AUM
$458.3M
Team
2 total employees; 2 advisory reps; 37 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $233.1M |
| Charitable organizations | 3 | $4.2M |
| State/municipal entities | 19 | $103.0M |
| Corporations/business entities | 1 | $248K |
States served
MS
Official SEC filing: View on IAPD