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TRIVANT CUSTOM PORTFOLIO GROUP LLC

SAN DIEGO, CA · CRD 129803 · IAPD ↗ · 619-286-3930

$239.4MRegulatory AUM
5Advisory reps
5Employees
189Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — TRIVANT CUSTOM PORTFOLIO GROUP LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.