TRINITY CAPITAL INVESTORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $458.3M |
| Discretionary | $458.3M100% of AUM |
| Client Accounts | 37 |
| Avg Account Size | $12.4M |
| Employees | 2 |
| Peak AUM | $500.2MMar 2020 |
| AUM CAGR | +8.0% /yrover 25 yrs · 30 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $458M | 2.9% | +1.6% | +0.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $458.3M |
| Discretionary | $458.3M |
| Employees | 2 |
| Client Accounts | 37 |
| Client Range | 0 |
Contact & Location
Address
1675 LAKELAND DRIVE
JACKSON MS 39216
Phone
601-956-3511
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$458M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Corporations
Government
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported