← Tributary

TRILINC ADVISORS, LLC

MANHATTAN BEACH, CA · CRD 166194 · IAPD ↗ · trilincglobal.com · 310-997-0580

$282.8MRegulatory AUM
8Advisory reps
19Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

43
May 2026 — TRILINC ADVISORS, LLC shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
43
April 2025 — TRILINC ADVISORS, LLC shrank from 14 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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