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TRINITY CAPITAL MANAGEMENT, LLC
CRD 143097 · SEC 801-67581
607 DE LA VISTA AVE., SANTA BARBARA, CA, 93103, United States
Phone
805-963-0500
Fax
805-299-1868
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$556.8M
Discretionary AUM
$556.3M
Team
6 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 204 | $49.8M |
| High net worth individuals | 172 | $381.9M |
| Pension/profit sharing plans | 6 | $7.5M |
| Charitable organizations | 8 | $116.1M |
| Corporations/business entities | 3 | $1.5M |
States served
AZ, CA, CO, ID, LA, MI, WA, TX
All web addresses on file
Official SEC filing: View on IAPD