Trive Capital Management LLC
Dallas, TX·SEC-registered · CRD #166910
Trive Capital Management LLC is an SEC-registered investment advisory firm in Dallas, TX managing $8.0B across 19 client accounts, with 46 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.0B
Client accounts
19
Advisory staff
46
Fee model
Fee-only
How Trive Capital Management LLC 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 Trive Capital Management LLC
How much does Trive Capital Management LLC manage?
Per its most recent SEC Form ADV filing (04/27/2026), Trive Capital Management LLC reports $8.0B in regulatory assets under management across roughly 19 client accounts.
How does Trive Capital Management LLC charge?
Trive Capital Management LLC 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 Trive Capital Management LLC a fiduciary?
Yes. Trive Capital Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #166910), 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 Trive Capital Management LLC 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 Trive Capital Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Trive Capital Management LLC's public SEC Form ADV filing (CRD #166910, filed 04/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Trive Capital Management LLC. 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 Trive Capital Management LLC? Claim this profile.