Trinity Neches
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$104,356,363
Clients
70
Advisors
2
across 2 offices
About
Trinity Neches provides discretionary private wealth management, financial planning, and corporate retirement plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities. The firm offers ongoing portfolio management, written financial plans, and 401(k) plan services tailored to client objectives.
The firm describes an investment process that blends fundamental, technical, and cyclical analysis and may employ a wide range of instruments, from listed equities and fixed income to derivatives and private placements. Portfolios are customized through client dialogue, managed on a discretionary basis, monitored with software alerts, and can include concentrated positions or significant cash allocations when aligned with client goals and risk tolerance.
The brochure discloses that an advisory representative has an affirmative disclosure on their Form U4 and directs readers to the SEC adviserinfo site for details, a disclosure event the firm highlights while reporting no material firm‑level disciplinary history. Trinity Neches also notes several operational distinctions — a formal succession arrangement with an external partner, a client‑satisfaction refund policy that requires an in‑person meeting, and explicit fee/minimum flexibility and concessions for veterans and active military.
Client services
Expertise
Occupation focus
Fee options
Financial Planning Fees start at $5,000 and are adjusted based on type and complexity
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001 - >$5M: 0.25%
Financial Planning: $300/hour for prorated work if client terminates early
Account minimum: $250,000 Minimum fee: Corporate Retirement Plan Services: Minimum Annual Fee $5,000.00
Main office
See officeSugar Land TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Thiel Investment Management Company, LLC · Trinity Neches
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.
Advisors at this firm
John L
Series 63, Series 65
Shepherd, TX
Trinity Neches
John Lovett Jr. is a financial advisor with Trinity Neches, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Trinity Neches since 2016. Outside of his advisory role, Lovett serves as an Investment Committee Member for the Masonic Home & School of Texas and is a trustee of Lovett Cemetery in Shepherd, TX. Trinity Neches provides discretionary private wealth management, financial planning, and corporate retirement plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a customized investment process combining fundamental, technical, and cyclical analysis across various instruments and manages portfolios on a discretionary basis.
Milton T
CFP®, Series 63, Series 65
Sugar Land, TX
Trinity Neches
Milton Thiel Jr. is a CFP® professional with 23 years of industry experience, currently serving at Trinity Neches since 2016. He holds Series 63 and Series 65 licenses and participates as a board member for the Fort Bend County Toll Road Authority and the Fort Bend Grand Parkway Toll Road Authority. Trinity Neches offers discretionary private wealth management, financial planning, and corporate retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blended investment process incorporating fundamental, technical, and cyclical analysis and manages customized portfolios on a discretionary basis aligned with client goals and risk tolerance.
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