Trinity Capital Management, LLC

Trinity Capital Management, LLC (CRD# 140946) is a financial advisory firm headquartered in Overland Park, KS. They manage $18,516,726 in 84 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $220,437
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

KS, MO, TX

Financial Advisors at Trinity Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David R. Bagby
CRD#: 700161
7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS 66202
93
Wealthminder
score

David Bagby (CRD# 700161) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Overland Park, KS and has over 10 years of experience in the finance industry.

2
Adrianne L. Valkar
CRD#: 5406420
7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS 66202
93
Wealthminder
score

Adrianne Valkar (CRD# 5406420) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Overland Park, KS and has over 9 years of experience in the finance industry.

3
Bradford P. Bagby
CRD#: 4694374
7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS 66202
73
Wealthminder
score

Bradford Bagby (CRD# 4694374) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Overland Park, KS and has over 13 years of experience in the finance industry.

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