Trinity Capital Management, LLC
● SEC registered since 2007CRD 143097SEC# 801-67581Santa Barbara, CA
Reg. AUM
$556.8M
Employees
6
Accounts
954
Location
Santa Barbara, CA
Trinity Capital Management, LLC assets under management
Trinity Capital Management, LLC is an investment advisory firm registered with the SEC based in Santa Barbara, CA. The firm has been registered since 2007. It reports $556.8 million in regulatory assets under management and employs 6 people.
Trinity Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Yoon Bucher Control | Non-Managing Member / Chief Investment Officer | 10-25% | 2010 |
| Fredric Brian Fisher Control | Managing Member / President / Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Trinity Capital Management, LLC manage?
Trinity Capital Management, LLC reports $556.8 million in regulatory assets under management on its Form ADV.
How many employees does Trinity Capital Management, LLC have?
Trinity Capital Management, LLC reports 6 employees.
Where is Trinity Capital Management, LLC located?
Trinity Capital Management, LLC is based in Santa Barbara, CA and has been SEC-registered since 2007.
Does Trinity Capital Management, LLC disclose fund performance?
Trinity Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 607 de la Vista Ave., Santa Barbara, CA 93103 |
| Phone | 805-963-0500 |
| Fax | 805-299-1868 |
| Office hours | 09:00a.m.-5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$556.8M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$556.8Mregulatory AUM
Discretionary $556.3MNon-discretionary $474K