Daniel Meader
Daniel Meader is a CFA-designated registered investment advisor at Trinity Investors Fund Advisors, LLC, based in Southlake, TX, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 48 clients with $570M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2102 E State Hwy 114, Suite 300, Southlake, TX, 76092
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Regulatory History (1)
Customer Dispute
June 2024Other Business Activities
Daniel is a managing partner at Trinity Private Equity Group, dedicating full-time hours to this role. He also holds various board member and president positions in multiple companies, spending minimal time on each, and is an indirect owner of Trinity Investors Funds Advisors.
Employment History
Current Registrations
Trinity Investors Fund Advisors, LLC
Tpeg Securities, LLC
Tpeg Securities, LLCBroker
Previous Registrations
Trinity Advisors
State Registrations51 states
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