RIA Intel›Advisers›Georgia›TRINITY CAPITAL MANAGEMENT, LLP

TRINITY CAPITAL MANAGEMENT, LLP

Advisory

BROOKHAVEN, GA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$748K

across 53 accounts

AUM per adviser

$40M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$40M

Discretionary %

100%

Clients

28

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients28

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InGA, TN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

28 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

ANOVEST INVESTMENT ADVISORS, INC.

MARIETTA, GA

$39M

HANKINSON WEALTH MANAGEMENT, INC.

AUGUSTA, GA

$40M

+0.4% 1Y

NOONAN CAPITAL MANAGEMENT, L.L.C.

ATLANTA, GA

$39M

PAYNE FINANCIAL MANAGEMENT, L.L.C.

KENNESAW, GA

$40M

THOMAS ASSET MANAGEMENT, LLC

ATLANTA, GA

$40M

AE FINANCIAL & RISK MANAGEMENT, INC.

ALPHARETTA, GA

$40M

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