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TCM
TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583 · SEC 801-111684
1730 S. GERMANTOWN RD., SUITE 224, GERMANTOWN, TN, 38138, United States
Phone
901-757-4448
Fax
901-758-8884
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.5M
Discretionary AUM
$164.2M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARE IN THIRD PARTY ADVISORY FEES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsAI ASSISTED MODELS PLATFORM
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 400 | $128.3M |
| High net worth individuals | 95 | $35.9M |
| Corporations/business entities | 1 | $292K |
States served
AR, GA, LA, MS, TN, TX
All web addresses on file
Official SEC filing: View on IAPD