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)
Trinity Capital Management offers personalized investment advisory services through Individual Equity Accounts (actively managed) and ETF Strategic Allocation Accounts (passively managed). They employ a core investment style with a growth or income tilt based on fundamental valuations and technical studies. Client accounts are rebalanced as market conditions warrant.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees may be negotiable.
7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS, 66202