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CRD: 305177
Trident Capital Advisors, LLC
$45.5M Total AUM
$26.8M Disc. AUM
-- 3Y CAGR
1 Employees
94 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-22-2019
- Office Locations
- 1
Office Locations
3650 Mayberry Drive Suite 101-5 Reno NV
About Trident Capital Advisors, LLC
Trident Capital Advisors is an independent Reno, NV RIA providing financial planning and discretionary portfolio management, including portfolio construction plus tax/estate and insurance planning. Portfolios skew heavily toward ETFs and public funds, and custody includes Charles Schwab. Offers complimentary consultations and portfolio analyses.
Team overview
-- AVG AGE
$45.5M AVG AUM / ADVISOR
$484.0K AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SCOTT ATHAN ALBRIGHT MR.
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4906843
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,827,327 | -- |
| Non-Discretionary | $18,669,312 | -- |
| Total | $45,496,639 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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