Trilogy Capital, Inc.
● SEC registered since 2015CRD 281597SEC# 801-106922Irvine, CA
Reg. AUM
$3.21B
Employees
74
Accounts
18,988
Location
Irvine, CA
Trilogy Capital, Inc. assets under management
Trilogy Capital, Inc. is an investment advisory firm registered with the SEC based in Irvine, CA. The firm has been registered since 2015. It reports $3.2 billion in regulatory assets under management and employs 74 people.
Trilogy Capital, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Brooke White | Director Of Compliance Operations | Under 5% | 2021 |
| Jeffrey Ralph Motske Control | Chief Executive Officer | Under 5% | 2015 |
| June Chiyun Adams Control | Chief Compliance Officer | Under 5% | 2015 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Trilogy Capital, Inc. manage?
Trilogy Capital, Inc. reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Trilogy Capital, Inc. have?
Trilogy Capital, Inc. reports 74 employees.
Where is Trilogy Capital, Inc. located?
Trilogy Capital, Inc. is based in Irvine, CA and has been SEC-registered since 2015.
Does Trilogy Capital, Inc. disclose fund performance?
Trilogy Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2601 Main Street, Suite 100, Irvine, CA 92614 |
| Phone | 949-221-8105 |
| Fax | 949-221-8106 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1722512 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.21B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$3.21Bregulatory AUM
Discretionary $2.95BNon-discretionary $264.1M