Institutional
    SEC Registered

    Trinity Capital Investors

    Registered investment advisor · Jackson, Mississippi · CRD #110798

    Assets Under Management
    $458M
    Client Accounts
    37
    Employees
    2
    CRD Number
    110798
    Registration
    SEC Registered
    Custodian
    Trustmark National Bank, Northern Trust Compamy

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Trinity Capital Investors

    Trinity Capital Investors focuses on providing stable returns through private credit investments in growth-oriented companies. The firm also manages real estate investments, specializing in commercial properties across the southeastern U.S. Founded in 2001, it employs 11-50 staff.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Trinity Capital Investors

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    Frequently Asked Questions

    What is Trinity Capital Investors's AUM?

    Trinity Capital Investors reports approximately $458M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Trinity Capital Investors headquartered?

    Trinity Capital Investors is headquartered in Jackson, Mississippi.

    What is Trinity Capital Investors's CRD number?

    Trinity Capital Investors's CRD number is 110798. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Trinity Capital Investors manage?

    Trinity Capital Investors manages approximately 37 client accounts according to its latest SEC filing.

    Is Trinity Capital Investors SEC registered?

    Yes, Trinity Capital Investors is registered with the SEC as an investment adviser with an approved registration status.

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