TCM

Legal name: TRINITY CAPITAL MANAGEMENT, LLC

CRD 289583File 801-111684

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$164.5M

Bottom 25% of cohort (national)

Discretionary AUM

$164.2M

Non-discretionary $302K

Clients

496

495 accounts

Employees

Bottom 25% of cohort in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Sep 15, 2017
Principal office: 1730 S. GERMANTOWN RD., SUITE 224, GERMANTOWN, TN, 38138
Phone: 901-757-4448
Website: HTTPS://WWW.FACEBOOK.COM/TRINITYCAPITALMANAGEMENT/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $164.5M
Discretionary AUM: $164.2M
Non-discretionary AUM: $302K
Discretionary accounts: 494
Non-discretionary accounts: 1
Total accounts: 495
AUM per client: $332K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$292K
High net worth individuals	95	$35.9M
Individuals (other than high net worth individuals)	400	$128.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — SHARE IN THIRD PARTY ADVISORY FEES
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.