TRIDENT ADVISORS INC

Overview

Trident Advisors Inc. is a small independent RIA that combines advisory work with registered representative and insurance brokerage activities. The firm focuses on portfolio management for individuals and small businesses while also serving family and institutional clients. Its client billing mixes percentage-of-AUM and fixed fees. Investment activity tilts toward public equities, executed primarily through exchange-traded instruments and separately managed accounts, with the adviser running a largely discretionary program—$110.1M of the firm’s $116.9M sits under discretionary authority. Trident does not identify itself as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices