Trident Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,197,460
Clients
43
28% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
43
HighAverage account size
$981,336
About
Trident Capital Advisors is a state-registered independent investment adviser that provides discretionary and non‑discretionary investment management and financial planning services to individual clients through managed account programs. The firm documents suitability and risk profiles for clients and may recommend participation in a wrap fee program, under which advisory and execution services are provided for a single “wrapped” fee.
Investment strategies are tailored to client objectives, time horizon, and risk tolerance and may include asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases. Accounts are reviewed at least quarterly, the firm recommends custody with a major independent custodian, and the brochure describes periodic due diligence of service providers that use artificial intelligence and machine‑learning tools.
The brochure highlights several features that differ from many peers: the firm serves clients through a sponsored wrap fee program (an uncommon arrangement for independent advisers) and the firm’s principal is also a licensed insurance agent who may offer commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest. The firm also discloses the use of solicitation agreements to compensate third‑party referrers and combines investment management with standalone financial planning services.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Annuities
Fee options
Fixed fees range from $1,000 to $5,000 per project
$0 - $1,000,000: 1.25% annually $1,000,000 - $3,000,000: 1.00% annually $3,000,000 - $5,000,000: 0.85% annually $5,000,000 - $7,000,000: 0.70% annually $7,000,000 - $10,000,000: 0.55% annually $10,000,000+: 0.40% annually
$150 - $250 per hour
Account minimum: $100,000 Fee-only: Hourly fees range from $150 - $250 per hour; Fixed fees range from $1,000 to $5,000 per project
Main office location
Trident Capital Advisors, LLC
3650 Mayberry Drive, Suite 101 5
Reno NV 89509, United States
Number of offices
1
Most active in
Trident Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
Quick links
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