Atlanta, GA Office
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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.
Based on Tcm
Expertise
Based on Tcm
Location
Atlanta GA
Advisors at this office
1
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