Trinity Capital Management, LLC

Trinity Capital Management, LLC (CRD# 143097) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $413,737,315 in 923 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
607 De La Vista Ave., Santa Barbara, CA 93103
https://www.trinitycm.com/
By the Numbers
  • Total Assets Under Management
    414
    MILLION
  • Total Number of Accounts
    923
    ACCOUNTS
  • Average Account Value
    $448,253
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, LA, MI, TX, WA

Financial Advisors at Trinity Capital Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Daniel Baker, financial advisor Ontario CA
Daniel R. Baker
CRD#: 5311341
901 Via Piemonte, Ste. 260, Ontario, CA 91764

Daniel Baker (CRD# 5311341) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 16 years of experience in the finance industry.

2
Andrew Bucher, financial advisor Seattle WA
Andrew Y. Bucher
CRD#: 4549537
Seattle, WA

Andrew Bucher (CRD# 4549537) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Seattle, WA and has over 21 years of experience in the finance industry.

3
Fredric Fisher, financial advisor Santa Barbara CA
Fredric B. Fisher
CRD#: 4190041
607 De La Vista Ave., Santa Barbara, CA 93103

Fredric Fisher (CRD# 4190041) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Santa Barbara, CA and has over 24 years of experience in the finance industry.

4
Lena Kaloostian, financial advisor Ontario CA
Lena L. Kaloostian
CRD#: 5391090
901 Via Piemonte, Ste. 260, Ontario, CA 91764

Lena Kaloostian (CRD# 5391090) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 11 years of experience in the finance industry.

5
John Oldengarm, financial advisor Ontario CA
John W. Oldengarm
CRD#: 2701091
901 Via Piemonte, Ste. 260, Ontario, CA 91764

John Oldengarm (CRD# 2701091) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 28 years of experience in the finance industry.

6
Karyn Wikoff, financial advisor Ontario CA
Karyn M. Wikoff
CRD#: 5103031
901 Via Piemonte, Ste. 260, Ontario, CA 91764

Karyn Wikoff (CRD# 5103031) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 17 years of experience in the finance industry.

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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