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TRI-AD CAPITAL MANAGEMENT I, LLC

ESCONDIDO, CA · CRD 324364 · IAPD ↗ · snapira.com · 760-743-7555

$619.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — TRI-AD CAPITAL MANAGEMENT I, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — TRI-AD CAPITAL MANAGEMENT I, LLC crossed $500M in regulatory AUM ($463.4M -> $619.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
November 2024 — TRI-AD CAPITAL MANAGEMENT I, LLC changed its website from tcmiadvisors.com to snapira.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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