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TRIDENT CAPITAL ADVISORS, LLC
CRD 305177
3650 MAYBERRY DRIVE, SUITE 101-5, RENO, NV, 89509, United States
Phone
(775) 737-3485
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$45.5M
Discretionary AUM
$26.8M
Team
1 total employees; 1 advisory reps; 51 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $10.2M |
| High net worth individuals | 12 | $32.0M |
All web addresses on file
Official SEC filing: View on IAPD