Trilogy Capital, Inc.

Overview

Trilogy Capital, Inc. operates as an independent registered investment adviser and describes itself as a capital allocator serving both individual & family clients and institutional investors. The firm provides fee-based wealth and advisory services across several billing structures (percentage of AUM, hourly, and fixed fees) and lists core advisory capabilities that include financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. Trilogy also identifies itself as an active ESG investor. Trilogy has been recognized in industry rankings, including placement on FA Magazine’s Top RIA Firms list in 2020 and Forbes’ America’s Top RIA Firms list in 2023. The firm maintains formal ties to the insurance and real estate brokerage industries, which may support some of its advisory and implementation activities.

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Public Holdings

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Location & Offices