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Trinity Capital Investors

● SEC registered since 2000CRD 110798SEC# 801-57287Jackson, MS
Export (members)
Reg. AUM
$458.3M
Employees
2
Accounts
37
Location
Jackson, MS

Trinity Capital Investors assets under management

Trinity Capital Investors operates as an SEC-registered investment adviser based in Jackson, MS. The firm has been registered since 2000. It reports $458.3 million in regulatory assets under management and employs 2 people.

Trinity Capital Investors owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Scott WilsonChief Compliance OfficerUnder 5%2008
Wilson, Jeffrey Scott ControlPresidentOver 75%1999

Frequently asked questions

How much does Trinity Capital Investors manage?

Trinity Capital Investors reports $458.3 million in regulatory assets under management on its Form ADV.

How many employees does Trinity Capital Investors have?

Trinity Capital Investors reports 2 employees.

Where is Trinity Capital Investors located?

Trinity Capital Investors is based in Jackson, MS and has been SEC-registered since 2000.

Does Trinity Capital Investors disclose fund performance?

Trinity Capital Investors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1675 Lakeland Drive, Ste 400, Jackson, MS 39216
Phone601-956-3511
Office hours8:00 To 5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$458.3M▼ 3%
Mar '25 — $472MApr '25 — $472MMay '25 — $472MJun '25 — $472MJul '25 — $472MAug '25 — $472MSep '25 — $472MOct '25 — $472MNov '25 — $472MDec '25 — $472MJan '26 — $472MFeb '26 — $472MMar '26 — $458.3MApr '26 — $458.3MMay '26 — $458.3MJun '26 — $458.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$458.3Mregulatory AUM
Discretionary $458.3M