Trilogy Capital, INC.
Irvine, CA·SEC-registered · CRD #281597
Trilogy Capital, INC. is an SEC-registered investment advisory firm in Irvine, CA managing $3.2B across 19k client accounts, with 74 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.2B
Client accounts
19k
Advisory staff
74
Fee model
Fee-based
How Trilogy Capital, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Trilogy Capital, INC.
How much does Trilogy Capital, INC. manage?
Per its most recent SEC Form ADV filing (06/09/2026), Trilogy Capital, INC. reports $3.2B in regulatory assets under management across roughly 19k client accounts.
How does Trilogy Capital, INC. charge?
Trilogy Capital, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Trilogy Capital, INC. a fiduciary?
Yes. Trilogy Capital, INC. is registered with the U.S. Securities and Exchange Commission (CRD #281597), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Trilogy Capital, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Trilogy Capital, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Irvine, CA
Profile compiled from Trilogy Capital, INC.'s public SEC Form ADV filing (CRD #281597, filed 06/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Trilogy Capital, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Trilogy Capital, INC.? Claim this profile.