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
|
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