Trinity Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$54,632,929
Clients
65
Advisors
2
of 2 employees
About
Trinity Capital Management is a state-registered investment adviser that manages roughly $55 million for about 65 individual and institutional clients, including retirement accounts, trusts and other entities. The firm offers discretionary portfolio management through two primary strategies—actively managed individual equity accounts and passively managed ETF strategic allocation accounts—and rebalances portfolios as market conditions or client contributions and withdrawals warrant.
The firm emphasizes asset allocation and combines fundamental screening (quality balance sheets, free cash flow, and valuation measures such as enterprise value) with a technical overlay to inform timing, using indicators like stochastics, relative strength, volume and support/resistance. It also employs a proprietary allocation technique that compares current versus historic cash returns (sourced and updated daily) and implements client-directed objectives for growth, growth & income, or income profiles.
Noteworthy for prospective clients, the firm discloses a 2014 consent order with a state securities regulator relating to inadvertent unregistered advisory activity and an associated payment to an investor protection fund. The firm has also recently documented third‑party solicitor/referral agreements that allocate a substantial portion of the management fee to referrers, and it discloses limited custody to permit fee deductions and the maintenance of professional liability insurance.
Client services
Expertise
Fee options
Up to 2% per annum, negotiable and possibly waived
Account minimum: $25,000 Fee-only: Annual management fee up to 2% per annum, billed quarterly in advance, negotiable and possibly waived
Main office
7700 Shawnee Mission Parkway, Suite 315
Overland Park KS 66202
Advisors at this office
2
Most active in
Kansas · Missouri · Texas
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.
Forms ADV
Advisors at this firm
Bradford B
Series 63, Series 65
Overland Park, KS
Trinity Capital Management, LLC
Bradford Bagby is a financial advisor at Trinity Capital Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Trinity since 2012. Trinity Capital Management is a state-registered investment adviser managing approximately $55 million for around 65 individual and institutional clients. The firm offers discretionary portfolio management through actively managed equity accounts and passively managed ETF allocation strategies, emphasizing asset allocation combined with fundamental screening and technical indicators to guide investment decisions.
Adrianne V
Series 65
Overland Park, KS
Trinity Capital Management, LLC
Adrianne Valkar is a financial advisor at Trinity Capital Management, LLC with 18 years of industry experience. She holds a Series 65 designation and has been with Trinity Capital Management since 2007. The firm manages approximately $55 million across individual and institutional clients, offering discretionary portfolio management through actively managed equity accounts and passively managed ETF strategic allocation accounts. Trinity Capital Management focuses on asset allocation using fundamental screening combined with technical indicators and a proprietary allocation technique to meet client objectives for growth and income.
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