Trilogy Capital, Inc.

RIASEC Registered

Total AUM

$3.2B

Discretionary

$2.9B

92% of AUM

Avg account

$169K

Accounts

18,988

Employees

Advisory reps

Firm details

Headquarters: Irvine, California
CRD number: 281597
Registered since: November 16, 2015
Website: www.trilogyfs.com
Custodians: CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals49.85%
HNWI31.47%
Pension & Profit Sharing Plans18.26%
Corporations / Businesses0.4%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Trilogy Capital, Inc. is an independent registered investment adviser that positions itself as a multi-client capital allocator serving individuals, families and institutional clients. The firm is SEC-registered (initial registration in 2015) and provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and manager selection services. Trilogy charges fees based on a percentage of AUM and also offers hourly and fixed-fee engagements. The firm reports being an active ESG investor and maintains industry affiliations that include other investment advisers, insurance companies and real estate broker relationships. Trilogy has been recognized on industry lists, including FA Magazine’s Top RIA Firms (2020) and Forbes’ America’s Top RIA Firms (2023).