A complete list of active advisors currently associated with Trivant Custom Portfolio Group LLC

Warmer can help you find a great advisor at Trivant Custom Portfolio Group LLC or one who fits your needs even better.

TriVant Custom Portfolio Group, LLC provides customized, discretionary investment management primarily for individual and high‑net‑worth clients. As of December 31, 2025 the firm reported approximately $239.4 million in assets under management across about 165 client relationships and directs client custody through a qualified custodian. The firm follows a top‑down, style‑rotation investment approach that prioritizes asset allocation and style tilts, using a combination of quantitative models, third‑party research and internal analysis to select stocks, fixed income, ETFs and mutual funds. Portfolios are managed on a discretionary basis and tend to be moderately concentrated (typically 25–60 stocks per account) with explicit risk constraints such as limited foreign and sector exposure. Distinctive features noted in the brochure include the use of standing letters of authorization (SLOAs) for certain legacy clients—arrangements that give the firm deemed custody and are addressed in its custody controls—and a stated $200,000 initial account minimum that may be waived in some cases. The firm also does not participate in wrap programs and discloses its reliance on institutional services from its custodian, which it identifies as a potential conflict of interest to be managed under its policies.

To learn more about the advisors currently working at Trivant Custom Portfolio Group 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.