Tcm
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$164,226,286
Clients
495
Advisors
2
across 2 offices
About
Trinity Capital Management advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, corporations, other registered investment advisers and business entities. The firm provides discretionary portfolio management, standalone financial planning, recommendations of third‑party money managers, and may offer educational workshops or seminars to individuals and groups.
The firm manages model portfolios and may use sub‑advisers, and it offers an AI‑assisted, quantitative model option developed in partnership with Stone Wall Financial and implemented via the GeoWealth platform coordinated with Raymond James technology. That platform is described as rules‑based and momentum‑driven, emphasizing risk thresholds and automated trade execution with a stated intent to prioritize downside protection and systematic reentry.
Noteworthy aspects include an unusually high client load per advisor—roughly 495 clients served by two registered representatives, a client density that is uncommon among peers—and the firm’s practice of offering fee‑free educational seminars. The firm recently added the AI‑assisted model platform as a material change and discloses related potential conflicts (including an additional, separately billed model fee and arrangements with third‑party platform and model providers) that clients should consider.
Client services
Expertise
Fee options
Fixed fees for financial planning: $2,000 for 5 hours, $3,500 for 10 hours (negotiable)
$250,000 - $500,000: 2.00% $500,001 - $750,000: 1.75% $750,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.15% $5,000,001+: 0.75%
Compensation from securities commissions and insurance sales commissions earned by registered representatives and licensed insurance agents affiliated with the firm, separate from advisory fees
Financial planning hourly rate of $500 per hour (minimum two hours)
Account minimum: $250,000 Fee-only: Financial planning fees: $500/hour (minimum two hours), $2,000 for a 5 hour session, $3,500 for a 10 hour block (fees negotiable)
Main office
See office1730 S. Germantown Rd., Suite 224
Germantown TN 38138
Advisors at this office
1
Offices (2)
Arkansas · Georgia · Louisiana · Mississippi · Tennessee · Texas
Also doing business as
Tcm · Trinity Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Morris N
Series 63
Germantown, TN
Tcm
Morris Nutt is a financial advisor at Trinity Capital Management (TCM) with 29 years of industry experience. He holds a Series 63 designation and has worked at firms including Kingswood Wealth Advisors and Raymond James Financial. Outside of his advisory role, Nutt serves on the advisory board of Chalice Wealth Partners and is involved with a provider of audio devices, Pra Audio. Trinity Capital Management advises individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities, providing discretionary portfolio management, financial planning, and third-party manager recommendations. The firm employs model portfolios, including an AI-assisted, quantitative model developed in partnership with Stone Wall Financial and offered via the GeoWealth platform.
Carroll D
Series 63, Series 65
Atlanta, GA
Tcm
Carroll Davenport is a financial advisor at Trinity Capital Management with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services Advisors and Davenport Investment Management. His career spans roles dating back to 2003. Trinity Capital Management serves individuals, pension plans, trusts, and business entities with discretionary portfolio management, financial planning, and third-party money manager recommendations. The firm utilizes model portfolios and offers an AI-assisted, quantitative investment platform designed for risk management and systematic trading.
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