This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-16-2015
- Office Locations
- 11
Office Locations
About Trilogy Capital, Inc.
Trilogy Capital is a California-based RIA that delivers team-based financial planning and wealth coaching, with an emphasis on retirement and multigenerational goals. The firm supports portfolio construction and asset allocation using public funds including mutual funds and ETFs, and offers planning for taxes, estates, insurance, and charitable/529 needs. Custody includes Schwab and LPL, with a multi-office footprint.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JUNE CHIYUN ADAMS
Chief Compliance Officer
- CRD
- #2710593
- Ownership
- Less than 5%
JEFFREY RALPH MOTSKE
Chief Executive Officer
- CRD
- #1881444
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Myles Anschuetz Anderson
--
- CRD
- #6670766
MICHAEL SHOHEEN BAKHSHI
--
- CRD
- #5807237
Showing 2 of 73 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,945,923,991 | $156,390 |
| Non-Discretionary | $264,102,106 | $1,749,021 |
| Total | $3,210,026,097 | $169,056 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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 |
Continue browsing