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MISSION TRAIL CAPITAL MANAGEMENT, LLC

AUSTIN, TX · CRD 318558 · IAPD ↗ · missiontrailcapital.com · 512-537-8677

$214.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
September 2026 — MISSION TRAIL CAPITAL MANAGEMENT, LLC (AUSTIN, TX) is newly SEC-registered with $214.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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