Trinity Capital Management, LLC
Assets Under Management
$47.5M
Number of Clients
69
Number of Advisors
3
Average Client AUM
$688K
AUM per Advisor
$15.8M
Compensation
Fee-Only (AUM)
About This Firm
Trinity Capital Management, LLC provides discretionary investment management services through Individual Equity Accounts (actively managed) and ETF Strategic Allocation Accounts (passively managed). They employ a core investment style with growth or income tilt based on fundamental valuations and technical studies. The firm requires a minimum of $25,000 to open and maintain an advisory account.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Individual Equity Allocation Accounts
Fee Estimator
The annual management fee is based on a tiered fee schedule, billed quarterly in advance. There are different fee schedules for Individual Equity Allocation Accounts and ETF Strategic Allocation Accounts. The Advisor may negotiate its advisory fees from time to time. The firm generally requires a minimum of $25,000 to open and maintain an advisory account.
Areas of Practice
Location
7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS, 66202