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Firm profile

Trinity Neches

CRD 282631Registration Status: ApprovedEffective since May 21, 2026Latest ADV April 22, 2026

Trinity Neches is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 22, 2026, reports $120M in regulatory assets under management, 2 employees, and 180 accounts.

Assets Under Management
$120M
Employees
2
Offices
--
Total Clients
72
Primary office
—
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(713) 248-8129
WebsiteNot found
LinkedInNot found

Leadership

1 roles identified
CCOMilton D. Thiel

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
36
2
HNWI
47.2%
34
3
Pension Plans
2.8%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$120Mas of April 22, 2026
Discretionary97.4%
$117M
97% of total RAUM97.4%
Non-discretionary2.6%
$3M
3% of total RAUM2.6%
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.

Total AUM$120M
Total Accounts180
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee36:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.