1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TRINITY CAPITAL MANAGEMENT, LLC

Map pinSANTA BARBARA, CA
Phone805-963-0500
NotebookSEC #801-67581
Total AUM
$556.8M
Employees
6
Clients
393

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
607 DE LA VISTA AVE.
SANTA BARBARA
CA 93103
United States
Operating Hours
09:00AM-5:00PM
Monday - Friday
Phone
805-963-0500
Other Offices
2

ReceiptFinancials

Total AUM
$556.8M
Accounts
954
Discretionary
$556.3M
Accounts
933
Non-Discretionary
$473.9K
Accounts
21

ContactClients

View more in analytics →

Individual Clients
204
AUM
$49.8M
HNW Individual Clients
172
AUM
$381.9M
Pension/Profit Sharing Plan Clients
6
AUM
$7.5M
Charitable Organization Clients
8
AUM
$116.1M
Corporation or Business Clients
3
AUM
$1.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDLAMITXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account