Trivant Custom Portfolio Group LLC
Trivant Custom Portfolio Group LLC is an SEC-registered wealth manager in San Diego, CA with $239.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Trivant Custom Portfolio Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129803, SEC 801-117351, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $239.4M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 5
- Clients
- 196
- CRD
- 129803
- Ownership
- LAIMON, DANIEL, MARK; BARBER, JOHN, BRUCE; HARRIS, MICHAEL, CARL
How much AUM does Trivant Custom Portfolio Group LLC have?
Trivant Custom Portfolio Group LLC reported $239.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Trivant Custom Portfolio Group LLC?
Disclosed owners and executives of Trivant Custom Portfolio Group LLC include LAIMON, DANIEL, MARK, BARBER, JOHN, BRUCE, HARRIS, MICHAEL, CARL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.