Trinity Capital Management, LLC

Trinity Capital Management, LLC (CRD# 143097) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $195,964,470 in 601 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $326,064
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
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, CO, ID, LA, TX, WA

Financial Advisors at Trinity Capital Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Fredric B. Fisher
CRD#: 4190041
607 De La Vista Ave., Santa Barbara, CA 93103
96
Wealthminder
score

Fredric Fisher (CRD# 4190041) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Santa Barbara, CA and has over 17 years of experience in the finance industry. Fredric Fisher 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
Andrew Y. Bucher
CRD#: 4549537
Seattle, WA
93
Wealthminder
score

Andrew Bucher (CRD# 4549537) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Seattle, WA and has over 14 years of experience in the finance industry.

3
Karyn M. Wikoff
CRD#: 5103031
901 Via Piemonte, Ste. 260, Ontario, CA 91764
93
Wealthminder
score

Karyn Wikoff (CRD# 5103031) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 9 years of experience in the finance industry.

4
Lena L. Kaloostian
CRD#: 5391090
901 Via Piemonte, Ste. 260, Ontario, CA 91764
90
Wealthminder
score

Lena Kaloostian (CRD# 5391090) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 3 years of experience in the finance industry.

5
John W. Oldengarm
CRD#: 2701091
901 Via Piemonte, Ste. 260, Ontario, CA 91764
83
Wealthminder
score

John Oldengarm (CRD# 2701091) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 20 years of experience in the finance industry.

6
Daniel R. Baker
CRD#: 5311341
901 Via Piemonte, Ste. 260, Ontario, CA 91764
71
Wealthminder
score

Daniel Baker (CRD# 5311341) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 8 years of experience in the finance industry. Daniel Baker 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.

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