TRINITY CAPITAL INVESTORS

RIASEC RegisteredEst. 2000

Total AUM

$458M

Discretionary

$458M

100% of AUM

Avg account

$12.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: JACKSON, Mississippi
CRD number: 110798
Registered since: February 18, 2000
Website: trincapinvestment.com
Custodians: NATIOANL BANKING INSTITUTION, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles50.86%
Other25.7%
State / Municipal Government22.48%
Charitable Organizations0.91%
Corporations / Businesses0.05%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Trinity Capital Investors is a corporation that provides fee-based portfolio management across individuals, pooled investment vehicles and institutional clients. The firm runs a clear fixed-income tilt: a significant share of assets is allocated to U.S. government bonds and other income-oriented instruments, suggesting emphasis on capital preservation and predictable cash flow. Services are delivered on a percentage-of-AUM basis. Trinity is not positioned as an ESG-focused manager, nor as a multi-state or pension consulting adviser; its client mix is primarily institutional and pooled vehicles rather than retail mass-market relationships.