CRD: 143097
Trinity Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-23-2007
- Office Locations
- 4
Office Locations
About Trinity Capital Management, LLC
Trinity Capital Management is a Santa Barbara, CA RIA serving retail and institutional clients with discretionary portfolio management and financial planning, including estate/legacy, charitable giving, insurance, and business-succession planning. Investment approach centers on asset allocation with a notable fixed-income emphasis (investment-grade corporates and munis) alongside mutual funds and ETFs. Custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FREDRIC BRIAN FISHER
President
- CRD
- #4190041
- Ownership
- 75% or more
ANDREW YOON BUCHER
Chief Investment Officer
- CRD
- #4549537
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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DANIEL RYAN BAKER
Certified Financial Planner
- CRD
- #5311341
LENA LISA KALOOSTIAN
Wealth Manager
- CRD
- #5391090
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $556,337,146 | $596,288 |
| Non-Discretionary | $473,912 | $22,567 |
| Total | $556,811,058 | $583,659 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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