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TRINITY CAPITAL MANAGEMENT, LLC

SANTA BARBARA, CA · CRD 143097 · IAPD ↗ · trinitycm.com · 805-963-0500

$556.8MRegulatory AUM
4Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — TRINITY CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($453.5M -> $556.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2024 — TRINITY CAPITAL MANAGEMENT, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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