TRILOGY CAPITAL, INC.
CRD #281597 SEC #801-106922 IRVINE, CA 714-843-9977
SEC Registered
Total AUM
$2.6B
Discretionary
$2.4B
Employees
72
Clients
0
Accounts
8,537
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.6B | $2.4B | $197.9M | 72 | 20 |
| Nov 2024 | $1.9B | $1.9B | $0 | 75 | 35 |
| Mar 2024 | $1.9B | $1.9B | $0 | 75 | 35 |
| Dec 2023 | $1.7B | $1.7B | $0 | 73 | 109 |
| Oct 2023 | $1.7B | $1.7B | $0 | 73 | 109 |
| Aug 2023 | $1.7B | $1.7B | $0 | 73 | 109 |
| Jun 2023 | $1.7B | $1.7B | $0 | 73 | 109 |
| Mar 2023 | $1.7B | $1.7B | $0 | 73 | 109 |
| Nov 2022 | $1.7B | $1.7B | $0 | 77 | 109 |
| Aug 2022 | $1.7B | $1.7B | $0 | 77 | 109 |
| Mar 2022 | $1.7B | $1.7B | $0 | 77 | 109 |
| Nov 2021 | $1.4B | $1.4B | $0 | 83 | 342 |
| Oct 2021 | $1.4B | $1.4B | $0 | 83 | 342 |
| Apr 2021 | $1.4B | $1.4B | $0 | 83 | 342 |
| Mar 2021 | $1.4B | $1.4B | $0 | 83 | 342 |
| Nov 2020 | $1.2B | $1.2B | $0 | 98 | 297 |
| Jun 2020 | $1.2B | $1.2B | $0 | 98 | 297 |
| Mar 2020 | $1.2B | $1.2B | $0 | 98 | 297 |
| Nov 2019 | $877.1M | $877.1M | $0 | 104 | 32 |
| Oct 2019 | $877.1M | $877.1M | $0 | 104 | 32 |
| Mar 2019 | $877.1M | $877.1M | $0 | 104 | 32 |
| Sep 2018 | $658.2M | $632.2M | $26M | 100 | 368 |
| May 2018 | $658.2M | $632.2M | $26M | 100 | 368 |
| May 2018 | $658.2M | $632.2M | $26M | 100 | 368 |
| Feb 2018 | $658.2M | $632.2M | $26M | 100 | 368 |
| Jan 2018 | $350.5M | $342.6M | $7.9M | 100 | 182 |
| Dec 2017 | $350.5M | $342.6M | $7.9M | 100 | 182 |
| Nov 2017 | $350.5M | $342.6M | $7.9M | 100 | 182 |
| Jul 2017 | $350.5M | $342.6M | $7.9M | 100 | 2,900 |
| May 2017 | $350.5M | $342.6M | $7.9M | 100 | 2,900 |
| Jan 2017 | $102.6M | $101.2M | $1.4M | 99 | 800 |
| Oct 2016 | $102.6M | $101.2M | $1.4M | 99 | 800 |
| Sep 2016 | $102.6M | $101.2M | $1.4M | 99 | 800 |
| Aug 2016 | $102.6M | $101.2M | $1.4M | 99 | 800 |
| Aug 2016 | $102.6M | $101.2M | $1.4M | 99 | 800 |
| Jul 2016 | $102.6M | $101.2M | $1.4M | 99 | 800 |
| Jul 2016 | $102.6M | $101.2M | $1.4M | 99 | 800 |
| Jun 2016 | $102.6M | $101.2M | $1.4M | 99 | 800 |
| Apr 2016 | $102.6M | $101.2M | $1.4M | 99 | 800 |
| Feb 2016 | $102.6M | $101.2M | $1.4M | 99 | 800 |
| Feb 2016 | $0 | $0 | $0 | 70 | 0 |
| Jan 2016 | $0 | $0 | $0 | 70 | 0 |
| Dec 2015 | $0 | $0 | $0 | 70 | 0 |
| Nov 2015 | $0 | $0 | $0 | 70 | 0 |
DateMar 2025
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$197.9M
Employees72
Clients20
DateNov 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees75
Clients35
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees75
Clients35
DateDec 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees73
Clients109
DateOct 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees73
Clients109
DateAug 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees73
Clients109
DateJun 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees73
Clients109
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees73
Clients109
DateNov 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees77
Clients109
DateAug 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees77
Clients109
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees77
Clients109
DateNov 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees83
Clients342
DateOct 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees83
Clients342
DateApr 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees83
Clients342
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees83
Clients342
DateNov 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees98
Clients297
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees98
Clients297
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees98
Clients297
DateNov 2019
Total AUM$877.1M
Discretionary$877.1M
Non-Disc.$0
Employees104
Clients32
DateOct 2019
Total AUM$877.1M
Discretionary$877.1M
Non-Disc.$0
Employees104
Clients32
DateMar 2019
Total AUM$877.1M
Discretionary$877.1M
Non-Disc.$0
Employees104
Clients32
DateSep 2018
Total AUM$658.2M
Discretionary$632.2M
Non-Disc.$26M
Employees100
Clients368
DateMay 2018
Total AUM$658.2M
Discretionary$632.2M
Non-Disc.$26M
Employees100
Clients368
DateMay 2018
Total AUM$658.2M
Discretionary$632.2M
Non-Disc.$26M
Employees100
Clients368
DateFeb 2018
Total AUM$658.2M
Discretionary$632.2M
Non-Disc.$26M
Employees100
Clients368
DateJan 2018
Total AUM$350.5M
Discretionary$342.6M
Non-Disc.$7.9M
Employees100
Clients182
DateDec 2017
Total AUM$350.5M
Discretionary$342.6M
Non-Disc.$7.9M
Employees100
Clients182
DateNov 2017
Total AUM$350.5M
Discretionary$342.6M
Non-Disc.$7.9M
Employees100
Clients182
DateJul 2017
Total AUM$350.5M
Discretionary$342.6M
Non-Disc.$7.9M
Employees100
Clients2,900
DateMay 2017
Total AUM$350.5M
Discretionary$342.6M
Non-Disc.$7.9M
Employees100
Clients2,900
DateJan 2017
Total AUM$102.6M
Discretionary$101.2M
Non-Disc.$1.4M
Employees99
Clients800
DateOct 2016
Total AUM$102.6M
Discretionary$101.2M
Non-Disc.$1.4M
Employees99
Clients800
DateSep 2016
Total AUM$102.6M
Discretionary$101.2M
Non-Disc.$1.4M
Employees99
Clients800
DateAug 2016
Total AUM$102.6M
Discretionary$101.2M
Non-Disc.$1.4M
Employees99
Clients800
DateAug 2016
Total AUM$102.6M
Discretionary$101.2M
Non-Disc.$1.4M
Employees99
Clients800
DateJul 2016
Total AUM$102.6M
Discretionary$101.2M
Non-Disc.$1.4M
Employees99
Clients800
DateJul 2016
Total AUM$102.6M
Discretionary$101.2M
Non-Disc.$1.4M
Employees99
Clients800
DateJun 2016
Total AUM$102.6M
Discretionary$101.2M
Non-Disc.$1.4M
Employees99
Clients800
DateApr 2016
Total AUM$102.6M
Discretionary$101.2M
Non-Disc.$1.4M
Employees99
Clients800
DateFeb 2016
Total AUM$102.6M
Discretionary$101.2M
Non-Disc.$1.4M
Employees99
Clients800
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees70
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees70
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees70
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees70
Clients0