CRD: 317391
Trifecta Capital Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-14-2022
- Office Locations
- 1
Office Locations
About Trifecta Capital Advisors, LLC
Trifecta Capital Advisors, LLC is a Northbrook, IL registered investment advisor providing discretionary portfolio management and financial planning for affluent individuals and families, including business owners. Portfolios are built with an asset-allocation and risk-management lens, using ETFs and fixed income and, when appropriate, alternative exposures. Custodied at Charles Schwab, the firm emphasizes a warm, relatable planning experience paired with professional money management.
Team overview
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Owner & Executives
JEFFREY BRENT BERMAN
Investment Advisor, Managing Member
- CRD
- #7480586
- Ownership
- 25% but less than 50%
Susan G Oleari
Chief Compliance Officer, Managing Member
- CRD
- #6660230
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $927,416,394 | $1,840,112 |
| Non-Discretionary | $0 | -- |
| Total | $927,416,394 | $1,840,112 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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