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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-15-2017
- Office Locations
- 1
Office Locations
About TCM
Trinity Capital Management (TCM) provides investment advice, estate and legacy planning, and ongoing financial management built around a data-driven assess–plan–manage process. The team serves individuals and families across life stages with individualized strategies and portfolio construction, using vehicles such as ETFs and mutual funds. Affiliated with Raymond James, with an active client education resource center.
Team overview
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Asset Classes
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Investment Themes
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Platform
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Owner & Executives
MORRIS GORDON NUTT
Chief Compliance Officer, Managing Member
- CRD
- #2891940
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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carroll douglas davenport
Financial Advisor, General Partner
- CRD
- #863746
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,216,366 | $332,422 |
| Non-Discretionary | $301,720 | $301,720 |
| Total | $164,518,086 | $332,360 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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