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TRIVE CAPITAL MANAGEMENT LLC

DALLAS, TX · CRD 166910 · IAPD ↗ · 214-499-9715

$8.00BRegulatory AUM
46Advisory reps
87Employees
0Clients
n/aPlanning clients
19Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — TRIVE CAPITAL MANAGEMENT LLC shrank from 54 to 46 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2025 — TRIVE CAPITAL MANAGEMENT LLC reported RAUM up 27% ($6.74B -> $8.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2025 — TRIVE CAPITAL MANAGEMENT LLC grew from 47 to 54 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — TRIVE CAPITAL MANAGEMENT LLC reported RAUM up 42% ($4.73B -> $6.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — TRIVE CAPITAL MANAGEMENT LLC grew from 40 to 47 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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