Be advised. This firm is no longer registered.

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).

Current Firm Details
11140 Rockville Pike, Ste 600, North Bethesda, MD 20852
http://www.tricapital.com
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
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.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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