T
$12.7M Total AUM
$12.7M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers · Stifel
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-18-2016
- Office Locations
- 1
Office Locations
-- Volente TX
About Trinvest Advisors, LLC
TRINVEST Advisors, LLC is a Volente, Texas–based, owner-led RIA providing investment and wealth planning, portfolio construction, and insurance/life insurance support for retail clients. Portfolios emphasize asset allocation with a fixed-income tilt—heavy in U.S. government/agency and investment-grade corporate bonds—alongside public funds and select ETFs. Custody includes Interactive Brokers and Stifel.
Team overview
-- AVG AGE
$12.7M AVG AUM / ADVISOR
$409.7K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARK ANTHONY SCOTT
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #1577791
- 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 | $12,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Public Funds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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