Trident Advisory Partners, LLC logo

Trident Advisory Partners, LLC

Updated today

Total assets under management

$0

Total clients

0

Total advisors

3

of 3 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

0

Average account size

About

Trident Advisory Partners primarily provides SMA/TAMP management through a relationship with Schwab and offers ongoing investment advisory consulting to other registered investment advisors and to high‑net‑worth individuals. The firm focuses on pooled vehicles and institutional mandates and limits its investment universe to mutual funds, real estate funds (including REITs), ETFs, venture capital funds, and private placements; it reported approximately $352.2 million in assets under advisement as of 12/31/2025 and reported no discretionary or non‑discretionary assets under management.

The firm’s investment process combines cyclical, fundamental, modern portfolio theory and quantitative analysis and generally pursues long‑term trading and portfolio construction tailored to client constraints. Trident delivers research and market intelligence, portfolio construction and implementation support, and investment committee assistance to advisor‑clients, and fund investors receive quarterly account reports from the fund administrator.

Compared with many investment‑manager peers, the firm blends percentage‑of‑AUM billing with fixed consulting engagements and the occasional use of hourly billing, and it documents engagements with other advisors via professional services agreements. Trident is a newly formed subsidiary of an advisory holding company, maintains arrangements to manage other advisors’ client accounts within the Schwab ecosystem, and does not take custody or exercise investment discretion over client accounts.

Client services

Selection of other advisers Newsletters or periodicals
Investment advisory consulting serviceses for investment advisors

Expertise

Real estate investing Passive / index investing Private / alternative investments

Occupation focus

Executive

Fee options

Percentage

$0+: Administrative Support Only: 0.15% $0+: Investment Advisory Only: 0.25% $0+: Bundled Administrative Support and Advisory: 0.40%

Project-based

$250 - $500 per hour

Other

Fee-only: Fixed consulting fees generally between $25,000 and $50,000 per year, negotiated based on scope; hourly fees range from $250 to $500 per hour

Main office location

Trident Advisory Partners, LLC

600 S Tryon Street, Floor 18

Charlotte NC 28202, United States

Number of offices

1

Most active in

North Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")