Trilogy Capital, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Irvine, CA. Its latest Form ADV filing, dated March 9, 2026, reports $3.2B in regulatory assets under management, 74 employees, 11 offices, and 18,988 accounts.
Assets Under Management
$3.2B
Employees
74
Offices
11 offices
Total Clients
8,388
Primary office
IRVINE, CA
2601 MAIN STREET, SUITE 100, IRVINE, 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 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.6% of total clients.
Top client categories% of clientsClients
1
Individuals
89.6%
7,512
2
HNWI
6.5%
546
3
Pension Plans
3.6%
305
4
Corporations
0.3%
22
Additional categories (<0.1%)
Charitable<5 clients
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 9, 2026
Discretionary91.8%
$2.9B
92% of total RAUM91.8%
Non-discretionary8.2%
$264M
8% of total RAUM8.2%
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$3.2B
Total Accounts18,988
10Y AUM Change+$3.1B (+3027.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees74
Clients per Employee113:1
10Y Employee Change-25 (-25.3%)
* 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.