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 an SEC-registered corporate RIA that has been registered since 2000 and operates primarily as an institutional advisor. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses, for pooled investment vehicles, and for businesses or institutions. Its stated client base is institutional, and firm-level descriptors indicate a domestic ownership structure with individual ownership involvement. Trinity does not identify as an active ESG investor, is not a multi-state adviser, and does not describe itself as a pension consultant or capital allocator.