Trinity Capital Investors is an SEC registered investment adviser organized as a corporation with a primary office location in Jackson, MS. Its latest Form ADV filing, dated March 16, 2026, reports $458M in regulatory assets under management, 2 employees, and 37 accounts.
Assets Under Management
$458M
Employees
2
Offices
--
Total Clients
37
Primary office
JACKSON, MS
1675 LAKELAND DRIVE, STE 400, JACKSON, MS, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentGovernment represent 51.4% of total clients.
Top client categories% of clientsClients
1
Government
51.4%
19
2
Pooled Investment Vehicles
21.6%
8
3
COLLEGES
16.2%
6
4
Charitable
8.1%
3
5
Corporations
2.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$458Mas of March 16, 2026
Discretionary100.0%
$458M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$458M
Total Accounts37
10Y AUM Change+$24M (+5.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee19:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.