TRINITY CAPITAL INVESTORS
CRD #110798 SEC #801-57287 JACKSON, MS 601-956-3511
SEC Registered
Total AUM
$472M
Discretionary
$472M
Employees
2
Clients
0
Accounts
44
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $472M | $472M | $0 | 2 | 44 |
| Mar 2024 | $468.4M | $468.4M | $0 | 2 | 45 |
| Mar 2023 | $436.9M | $436.9M | $0 | 2 | 26 |
| Mar 2022 | $447.7M | $447.7M | $0 | 2 | 21 |
| Mar 2021 | $437.5M | $437.5M | $0 | 2 | 24 |
| Jun 2020 | $500.2M | $500.2M | $0 | 2 | 25 |
| Mar 2020 | $500.2M | $500.2M | $0 | 2 | 25 |
| Mar 2019 | $462.3M | $462.3M | $0 | 2 | 22 |
| Mar 2018 | $455.3M | $455.3M | $0 | 2 | 22 |
| Mar 2017 | $434M | $434M | $0 | 1 | 26 |
| Mar 2016 | $432.1M | $404.6M | $27.6M | 1 | 26 |
| Mar 2015 | $423.5M | $423.5M | $0 | 1 | 26 |
| Mar 2014 | $424M | $424M | $0 | 1 | 26 |
| Mar 2013 | $450.5M | $450.5M | $0 | 1 | 26 |
| May 2012 | $419.5M | $419.5M | $0 | 1 | 26 |
| Apr 2012 | $419.5M | $419.5M | $0 | 1 | 26 |
| Mar 2012 | $419.5M | $419.5M | $0 | 1 | 26 |
| Mar 2009 | $339.3M | $339.3M | $0 | 5 | -- |
| Mar 2008 | $331.4M | $331.4M | $0 | 5 | -- |
| Mar 2007 | $300.1M | $300.1M | $0 | 5 | -- |
| Sep 2005 | $266.2M | $266.2M | $0 | 5 | -- |
| Jul 2004 | $247.2M | $247.2M | $0 | 5 | -- |
| Jul 2001 | $67.6M | $58.4M | $9.2M | 5 | -- |
DateMar 2025
Total AUM$472M
Discretionary$472M
Non-Disc.$0
Employees2
Clients44
DateMar 2024
Total AUM$468.4M
Discretionary$468.4M
Non-Disc.$0
Employees2
Clients45
DateMar 2023
Total AUM$436.9M
Discretionary$436.9M
Non-Disc.$0
Employees2
Clients26
DateMar 2022
Total AUM$447.7M
Discretionary$447.7M
Non-Disc.$0
Employees2
Clients21
DateMar 2021
Total AUM$437.5M
Discretionary$437.5M
Non-Disc.$0
Employees2
Clients24
DateJun 2020
Total AUM$500.2M
Discretionary$500.2M
Non-Disc.$0
Employees2
Clients25
DateMar 2020
Total AUM$500.2M
Discretionary$500.2M
Non-Disc.$0
Employees2
Clients25
DateMar 2019
Total AUM$462.3M
Discretionary$462.3M
Non-Disc.$0
Employees2
Clients22
DateMar 2018
Total AUM$455.3M
Discretionary$455.3M
Non-Disc.$0
Employees2
Clients22
DateMar 2017
Total AUM$434M
Discretionary$434M
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$432.1M
Discretionary$404.6M
Non-Disc.$27.6M
Employees1
Clients26
DateMar 2015
Total AUM$423.5M
Discretionary$423.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$424M
Discretionary$424M
Non-Disc.$0
Employees1
Clients26
DateMar 2013
Total AUM$450.5M
Discretionary$450.5M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2009
Total AUM$339.3M
Discretionary$339.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$331.4M
Discretionary$331.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$300.1M
Discretionary$300.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$266.2M
Discretionary$266.2M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$247.2M
Discretionary$247.2M
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$67.6M
Discretionary$58.4M
Non-Disc.$9.2M
Employees5
Clients--