Trinity Capital Management, LLC
Trinity Capital Management, LLC is an SEC-registered wealth manager in Santa Barbara, CA with $556.8M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Trinity Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143097, SEC 801-67581, data through 2026-04-15.
- AUM (assets under management / regulatory AUM)
- $556.8M (2026-04-15)
- Firm type
- Wealth Manager
- Location
- Santa Barbara, CA
- Employees
- 6
- Clients
- 393
- CRD
- 143097
- Ownership
- FISHER, JAMES, LEE; FISHER, FREDRIC, BRIAN; BUCHER, ANDREW, YOON
How much AUM does Trinity Capital Management, LLC have?
Trinity Capital Management, LLC reported $556.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-15).
Who owns Trinity Capital Management, LLC?
Disclosed owners and executives of Trinity Capital Management, LLC include FISHER, JAMES, LEE, FISHER, FREDRIC, BRIAN, BUCHER, ANDREW, YOON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.