Trinitas Capital Management
Dallas, TX·SEC-registered · CRD #281328
Trinitas Capital Management is an SEC-registered investment advisory firm in Dallas, TX managing $20B across 45 client accounts, with 20 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$20B
Client accounts
45
Advisory staff
20
Fee model
Fee-only
How Trinitas Capital Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Trinitas Capital Management
How much does Trinitas Capital Management manage?
Per its most recent SEC Form ADV filing (03/30/2026), Trinitas Capital Management reports $20B in regulatory assets under management across roughly 45 client accounts.
How does Trinitas Capital Management charge?
Trinitas Capital Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Trinitas Capital Management a fiduciary?
Yes. Trinitas Capital Management is registered with the U.S. Securities and Exchange Commission (CRD #281328), 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 Trinitas Capital Management 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 Trinitas Capital Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Trinitas Capital Management's public SEC Form ADV filing (CRD #281328, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Trinitas Capital Management. 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 Trinitas Capital Management? Claim this profile.