TCM

Trinity Capital Management, LLC provides discretionary portfolio management and standalone financial planning to individuals, high‑net‑worth clients, trusts, retirement plans and other entities. The firm advises across a broad investment menu — including equities, mutual funds, ETFs, REITs and private placements — and may recommend or engage third‑party money managers to implement portioned strategies.

The firm generally manages accounts on a percentage‑of‑assets basis and operates primarily on a discretionary platform, employing sub‑advisers and model portfolios where appropriate and conducting regular account reviews with quarterly custodian statements. Trinity’s services also include separate financial planning engagements offered on hourly or fixed‑fee terms, and it uses a mix of long‑ and short‑term strategies and technical analysis as part of its investment process.

Noteworthy features include an unusually high client load per advisor (443 clients supported by two advisors), which is uncommon among peers and aligns with the firm’s use of sub‑advisers, custodial/institutional platform services and group educational delivery to scale coverage. The firm also conducts no‑charge educational workshops and discloses that its investment personnel hold broker‑dealer and insurance licenses (with stated mitigation policies for related conflicts), and it recently adopted pro‑rata billing for intra‑quarter cash flows such as dividends, a practice the firm notes could present a conflict of interest.