Trinity Neches
Firm details
- Headquarters
- ,
- CRD number
- 282631
- Registered since
- May 21, 2026
- Custodians
- CHARLES SCHWAB & CO., INC., ASCENSUS TRUST
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.07%
- Pension & Profit Sharing Plans13.32%
- Individuals9.61%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Trinity Neches is a limited liability company operating as an independent registered investment adviser. The firm serves both individual and family clients as well as institutional clients, and delivers financial planning and portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM fees alongside fixed-fee arrangements. Trinity Neches does not identify as an active ESG investor, is not organized as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities22%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
2 of 2
Milton Thiel
Founder & Managing MemberCRD 4345473
John Lovett
Investment Advisor RepresentativeCRD 2402319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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