Tricapital Advisors Inc.

Tricapital Advisors Inc. (CRD# 109224) is a financial advisory firm headquartered in North Bethesda, MD. They manage $173,349,803 in 888 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    888
    ACCOUNTS
  • Average Account Value
    $195,214
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, HI, IA, MD, NC, NJ, NY, VA

Financial Advisors at Tricapital Advisors Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Donald B. Farren
CRD#: 4565496
11140 Rockville Pike, Suite 600, Rockville, MD 20852
96
Wealthminder
score

Donald Farren (CRD# 4565496) is an Investment Advisor Representative working at Tricapital Advisors Inc. in Rockville, MD and has over 16 years of experience in the finance industry. Donald Farren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bart J. Lanman
CRD#: 4565502
11140 Rockville Pike, Suite 600, Rockville, MD 20852
96
Wealthminder
score

Bart Lanman (CRD# 4565502) is an Investment Advisor Representative working at Tricapital Advisors Inc. in Rockville, MD and has over 16 years of experience in the finance industry. Bart Lanman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael J. Burke
CRD#: 2803808
11140 Rockville Pike, Suite 600, Rockville, MD 20852
93
Wealthminder
score

Michael Burke (CRD# 2803808) is an Investment Advisor Representative working at Tricapital Advisors Inc. in Rockville, MD and has over 17 years of experience in the finance industry.

4
Jan S. Campbell
CRD#: 1700247
Fairfield, IA
93
Wealthminder
score

Jan Campbell (CRD# 1700247) is an Investment Advisor Representative working at Tricapital Advisors Inc. in Fairfield, IA and has over 10 years of experience in the finance industry.

5
Steven M. Helschien
CRD#: 4565500
11140 Rockville Pike, Suite 600, Rockville, MD 20852
93
Wealthminder
score

Steven Helschien (CRD# 4565500) is an Investment Advisor Representative working at Tricapital Advisors Inc. in Rockville, MD and has over 17 years of experience in the finance industry.

6
Limin Lee
CRD#: 3195264
11140 Rockville Pike, Suite 600, Rockville, MD 20852
93
Wealthminder
score

Limin Lee (CRD# 3195264) is an Investment Advisor Representative working at Tricapital Advisors Inc. in Rockville, MD and has over 18 years of experience in the finance industry.

7
Mark E. Schwartz
CRD#: 1146698
11140 Rockville Pike, Suite 600, Rockville, MD 20852
93
Wealthminder
score

Mark Schwartz (CRD# 1146698) is an Investment Advisor Representative working at Tricapital Advisors Inc. in Rockville, MD and has over 34 years of experience in the finance industry.

8
Robert N. Lopinto
CRD#: 1047773
11140 Rockville Pike, Suite 600, Rockville, MD 20852
83
Wealthminder
score

Robert Lopinto (CRD# 1047773) is an Investment Advisor Representative working at Tricapital Advisors Inc. in Rockville, MD and has over 35 years of experience in the finance industry.

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