Trivant Custom Portfolio Group LLC

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Client assets under management

$225,935,000

Clients

165

48% high-net worth

Advisors

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$1,369,303

About

TriVant Custom Portfolio Group, LLC provides customized, discretionary investment management primarily for individual and high‑net‑worth clients. As of December 31, 2025 the firm reported approximately $239.4 million in assets under management across about 165 client relationships and directs client custody through a qualified custodian.

The firm follows a top‑down, style‑rotation investment approach that prioritizes asset allocation and style tilts, using a combination of quantitative models, third‑party research and internal analysis to select stocks, fixed income, ETFs and mutual funds. Portfolios are managed on a discretionary basis and tend to be moderately concentrated (typically 25–60 stocks per account) with explicit risk constraints such as limited foreign and sector exposure.

Distinctive features noted in the brochure include the use of standing letters of authorization (SLOAs) for certain legacy clients—arrangements that give the firm deemed custody and are addressed in its custody controls—and a stated $200,000 initial account minimum that may be waived in some cases. The firm also does not participate in wrap programs and discloses its reliance on institutional services from its custodian, which it identifies as a potential conflict of interest to be managed under its policies.

Client services

Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

0.5% to 0.875% annually

Other

Account minimum: $200,000

Main office location

Trivant Custom Portfolio Group LLC

600 W Broadway, Suite 225

San Diego CA 92101, United States

Number of offices

Most active in

California · Missouri · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 619-286-3930

Advisors at this firm

James T

Series 65

San Diego, CA

Trivant Custom Portfolio Group LLC

James Thompson is a financial advisor at Trivant Custom Portfolio Group LLC with four years of industry experience. He holds a Series 65 designation and served in the US Navy from 2003 to 2021 before joining Trivant in 2021. Trivant Custom Portfolio Group provides customized, discretionary investment management primarily to individual and high net worth clients. The firm employs a top-down, style-rotation investment approach that emphasizes asset allocation and uses quantitative models alongside research to implement style tilts.

Active portfolio management

James E

Series 65

San Diego, CA

Trivant Custom Portfolio Group LLC

Active portfolio management

Daniel L

Series 65

San Diego, CA

Trivant Custom Portfolio Group LLC

Daniel Laimon is a financial advisor at Trivant Custom Portfolio Group LLC in San Diego, CA, holding a Series 65 credential with 22 years of industry experience. He has been with Trivant since 2003, working as part of a four-advisor team. Trivant Custom Portfolio Group provides customized, discretionary investment management primarily to individual and high net worth clients. The firm employs a top-down, style-rotation investment approach focused on asset allocation, using quantitative models and research to guide portfolio construction across multiple asset classes within defined risk constraints.

Active portfolio management

John B

CFA®, Series 63

San Diego, CA

Trivant Custom Portfolio Group LLC

John Barber is a CFA® charterholder with 22 years of industry experience. He has been with Trivant Custom Portfolio Group LLC since 2003, where he is part of a four-advisor team based in San Diego, CA. TriVant Custom Portfolio Group, LLC provides customized, discretionary investment management primarily to individual and high net worth clients. The firm employs a top-down, style-rotation investment approach with an emphasis on asset allocation, utilizing quantitative models and research to construct diversified portfolios within defined risk constraints.

Active portfolio management

Michael H

CFP®, CFA®, Series 65

San Diego, CA

Trivant Custom Portfolio Group LLC

Michael Harris is a CFP® and CFA® with 22 years of industry experience, currently serving at Trivant Custom Portfolio Group LLC since 2008. He is based in San Diego, CA, and holds a Series 65 license. Outside of financial advising, Mr. Harris is involved in managing several real estate and assisted living LLCs. Trivant Custom Portfolio Group, LLC provides customized, discretionary investment management primarily to individual and high net worth clients, employing a top-down, style-rotation investment approach that emphasizes asset allocation and utilizes quantitative models alongside internal and third-party research.

Active portfolio management

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