RIA Intel›Advisers›Arizona›TRINITY CAPITAL ADVISER LLC

TRINITY CAPITAL ADVISER LLC

Advisory

N·PHOENIX, AZ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$158M
1-Year AUM Growth
+25.3%
3-Year CAGR
—
Employees
66
Assets Under Management
Total AUM$158M
Discretionary AUM$158M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees66
Investment Advisers106
Employee Growth (1Y)+62.1%
Filing History
Total Filings on Record3
First FilingFeb 22, 2024
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 3 historical filings spanning 2+ 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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