Trinity Capital Investors
Trinity Capital Investors is an SEC-registered ria in Jackson, MS with $458.3M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Trinity Capital Investors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110798, SEC 801-57287, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $458.3M (2026-03-16)
- Firm type
- Ria
- Location
- Jackson, MS
- Employees
- 2
- Clients
- 37
- CRD
- 110798
- Ownership
- WILSON, JEFFREY SCOTT; WILSON, JEFFREY, SCOTT; SLAY, MARCIA, ANN
How much AUM does Trinity Capital Investors have?
Trinity Capital Investors reported $458.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Trinity Capital Investors?
Disclosed owners and executives of Trinity Capital Investors include WILSON, JEFFREY SCOTT, WILSON, JEFFREY, SCOTT, SLAY, MARCIA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.