RIA Intel›Advisers›Texas›TRINITAS CAPITAL MANAGEMENT, LLC

TRINITAS CAPITAL MANAGEMENT, LLC

Advisory

N·DALLAS, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$19.6B
1-Year AUM Growth
+27.8%
3-Year CAGR
+28.2%
Employees
20
Assets Under Management
Total AUM$19.6B
Discretionary AUM$19.6B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients38
Team
Total Employees20
Investment Advisers26
Employee Growth (1Y)+75.0%
Filing History
Total Filings on Record18
First FilingSep 18, 2015
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 18 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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