RIA Intel›Advisers›California›TRILOGY CAPITAL, INC.

TRILOGY CAPITAL, INC.

Advisory

N·IRVINE, CA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Total AUM

$3.2B

1-Year AUM Growth

+39.6%

3-Year CAGR

+16.4%

Employees

74

Assets Under Management

Total AUM$3.2B

Discretionary AUM$2.9B

Non-Discretionary AUM$264M

Discretionary %91.8%

Total Clients8,537

Team

Total Employees74

Investment Advisers74

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record44

First FilingNov 9, 2015

Latest FilingMar 9, 2026

🔒 Full AUM trend chart and 44 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRILOGY CAPITAL, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.