Data / Investment advisers / Mississippi / Trinity Capital Investors
Trinity Capital Investors, Jackson, MS: $458 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Trinity Capital Investors is an SEC registered investment adviser with its main office in Jackson, Mississippi and reports $458 million in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include pooled investment vehicles, state and municipal governments and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 110798
- SEC file number
- 801-57287
- SEC status
- Approved, effective February 18, 2000
- Main office
- 1675 Lakeland Drive Ste 400, Jackson, MS 39216
- Phone
- (601) 956-3511
- Regulatory AUM
- $458,282,132 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $458,282,132
- Accounts
- 37
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $233.1 million |
| State or municipal government entities | 19 | $103 million |
| Charitable organizations | 3 | $4.2 million |
| Corporations or other businesses | 1 | $247,812 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $458.3 million | March 16, 2026 |
| December 1, 2025 | $472 million | March 19, 2025 |
Other advisers in Mississippi
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ballew Advisors Inc | Jackson | $1.30 billion | Not listed | adviserinfo.sec.gov |
| Financial Concepts | Columbus | $1.09 billion | Not listed | adviserinfo.sec.gov |
| Element Wealth, LLC | Ridgeland | $743.7 million | Not listed | adviserinfo.sec.gov |
| Argent Wealth, LLC | Ridgeland | $487.3 million | Not listed | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Ridgeland | $458.6 million | Not listed | adviserinfo.sec.gov |
| Mascagni Wealth Management, Inc. | Clinton | $424.5 million | Not listed | adviserinfo.sec.gov |
| Resolute Wealth Strategies, LLC | Jackson | $387.6 million | Not listed | adviserinfo.sec.gov |
| Langley Wealth Management, LLC | Corinth | $370.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mississippi
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving state and municipal governments
- Trinity Capital Investors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.