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Trinity Capital Management, LLC

Headquartered in SANTA BARBARA, CA

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Firm Information

Trinity Capital Management, LLC is an investment advisor based in Santa Barbara, California. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and other clients. With over $413 million in regulatory assets under management, Trinity Capital Management specializes in helping clients achieve their long-term financial goals.

Trinity Capital Management, LLC

607 DE LA VISTA AVE.

SANTA BARBARA, CA 93103

$413.74M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

TRINITY CAPITAL MANAGEMENT, LLC has a total of 3 branch locations across the country.
location

ONTARIO, CA

location

SEATTLE, WA

location

SANTA BARBARA, CA

Advisors at Trinity Capital Management, LLC

View All 5 Advisors
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Andrew Yoon Bucher

RA

SEATTLE, WA

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John William Oldengarm

RA

ONTARIO, CA

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Daniel Ryan Baker

CFP®, RA

ONTARIO, CA

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Fredric Brian Fisher

CFP®, RA

SANTA BARBARA, CA

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Lena Lisa Kaloostian

RA

ONTARIO, CA

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Karyn Michelle Wikoff

RA

ONTARIO, CA

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Disclosures

There are no public disclosures for Trinity Capital Management, LLC.

Frequently Asked Questions (6)

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