CRD: 140946
Trinity Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Oppenheimer
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2006
- Office Locations
- 1
Office Locations
About Trinity Capital Management, LLC
Trinity Capital Management, LLC provides personalized investment advice, estate/legacy planning, and comprehensive financial strategies built on a data-driven Assess–Plan–Manage process. The team tailors portfolios and ongoing management to each client’s goals, with an investment toolkit that leans heavily on ETFs alongside risk management and asset allocation. Leadership includes a CIO and a Raymond James-affiliated CEO.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRADFORD PETERSEN BAGBY
Director Of Research, Partner
- CRD
- #4694374
- Ownership
- 75% or more
ADRIANNE LYNN VALKAR
Manager, Partner
- CRD
- #5406420
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,260,884 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,260,884 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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