Trident Advisory Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
Expertise
Occupation focus
Fee options
$0+: Administrative Support Only: 0.15% $0+: Investment Advisory Only: 0.25% $0+: Bundled Administrative Support and Advisory: 0.40%
$250 - $500 per hour
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
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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