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TRINITAS CAPITAL MANAGEMENT

DALLAS, TX · CRD 281328 · IAPD ↗ · trinitascmllc.com · 214-420-2400

$19.56BRegulatory AUM
20Advisory reps
26Employees
0Clients
n/aPlanning clients
45Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — TRINITAS CAPITAL MANAGEMENT reported RAUM up 28% ($12.92B -> $16.51B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — TRINITAS CAPITAL MANAGEMENT grew from 14 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2024 — TRINITAS CAPITAL MANAGEMENT grew from 8 to 14 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.