TRILOGY CAPITAL, INC.

CRD 281597 · SEC 801-106922

Visit website

2601 MAIN STREET, SUITE 100, IRVINE, CA, 92614, United States

Phone

949-221-8105

Fax

949-221-8106

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.21B

Discretionary AUM

$2.95B

Team

74 total employees; 74 advisory reps; 60 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-09

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	7512	$1.60B
High net worth individuals	546	$1.01B
Pension/profit sharing plans	305	$586.1M
Charitable organizations	3	$735K
Corporations/business entities	22	$12.9M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

HTTPS://WWW.TRILOGYFS.COM
https://www.mikeloo.com/
https://www.linkedin.com/company/trilogy-financial
https://www.jeffreyhackbarth.com
https://www.facebook.com/trilogyfs/
https://twitter.com/trifinancial?lang=en
https://flagshipwealth.com/
https://www.youtube.com/@trilogyfinancial8984

Official SEC filing: View on IAPD