A complete list of active advisors currently associated with Trident Capital Advisors, LLC
Warmer can help you find a great advisor at Trident Capital Advisors, LLC or one who fits your needs even better.
Trident Capital Advisors is a state-registered independent investment adviser that provides discretionary and non‑discretionary investment management and financial planning services to individual clients through managed account programs. The firm documents suitability and risk profiles for clients and may recommend participation in a wrap fee program, under which advisory and execution services are provided for a single “wrapped” fee. Investment strategies are tailored to client objectives, time horizon, and risk tolerance and may include asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases. Accounts are reviewed at least quarterly, the firm recommends custody with a major independent custodian, and the brochure describes periodic due diligence of service providers that use artificial intelligence and machine‑learning tools. The brochure highlights several features that differ from many peers: the firm serves clients through a sponsored wrap fee program (an uncommon arrangement for independent advisers) and the firm’s principal is also a licensed insurance agent who may offer commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest. The firm also discloses the use of solicitation agreements to compensate third‑party referrers and combines investment management with standalone financial planning services.
To learn more about the advisors currently working at Trident Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Reno, NV
| 20
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")