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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2004
- Office Locations
- 1
Office Locations
About Trivant Custom Portfolio Group LLC
TriVant Custom Portfolio Group is a San Diego–based RIA serving retail and institutional clients, including entrepreneurs. The firm provides portfolio management and asset-allocation guidance, with strategies that lean heavily on ETFs alongside fixed income and mutual funds, and also supports needs like insurance and business-succession planning. Led by CIO/CCO John Barber, CFA, TriVant emphasizes a fiduciary standard.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN BRUCE BARBER
Chief Compliance Officer, Chief Investment Officer
- CRD
- #2799248
- Ownership
- 25% but less than 50%
MICHAEL CARL HARRIS
Partner, VICE PRESIDENT
- CRD
- #4699319
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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James Donald Evenson
Investment Specialist
- CRD
- #8161517
James Robert Thompson
Investment Specialist
- CRD
- #7352950
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $239,428,000 | $496,739 |
| Non-Discretionary | $0 | -- |
| Total | $239,428,000 | $496,739 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | 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 |
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