SANTA BARBARA, CACRD 143097Latest ADV April 15, 2026
Trinity Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Barbara, CA. Its latest Form ADV filing, dated April 15, 2026, reports $557M in regulatory assets under management, 6 employees, 2 offices, and 954 accounts.
Assets Under Management
$557M
Employees
6
Offices
2 offices
Total Clients
393
Primary office
SANTA BARBARA, CA
607 DE LA VISTA AVE., SANTA BARBARA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.9% of total clients.
Top client categories% of clientsClients
1
Individuals
51.9%
204
2
HNWI
43.8%
172
3
Charitable
2.0%
8
4
Pension Plans
1.5%
6
5
Corporations
0.8%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$557Mas of April 15, 2026
Discretionary99.9%
$556M
100% of total RAUM99.9%
Non-discretionary0.1%
$474K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$557M
Total Accounts954
10Y AUM Change+$319M (+134.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee66:1
10Y Employee Change+1 (+20.0%)
* 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.