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TRINITY CAPITAL INVESTORS
CRD 110798File 801-57287
APPROVED
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$458.3M
Above cohort median (national)
Discretionary AUM
$458.3M
Clients
31
37 accounts
Employees
2
Above cohort median in MS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 18, 2000
- Principal office
- 1675 LAKELAND DRIVE, STE 400, JACKSON, MS, 39216
- Phone
- 601-956-3511
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $458.3M
- Discretionary AUM
- $458.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 37
- Non-discretionary accounts
- 0
- Total accounts
- 37
- AUM per client
- $14.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $248K |
| Charitable organizations | Fewer than 5 | $4.2M |
| Pooled investment vehicles | 8 | $233.1M |
| State or municipal government entities | 19 | $103.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 37 | 31 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.