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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 11
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, JUNE, CHIYUN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOTSKE, JEFFREY, RALPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MOTSKE, JEFFREY, RALPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MOTSKE, JEFFREY, RALPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MOTSKE, JEFFREY, RALPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, ALLISON, BROOKE | I | DIRECTOR OF COMPLIANCE OPERATIONS | NA | |
| WHITE, ALLISON, BROOKE | I | DIRECTOR OF COMPLIANCE OPERATIONS | NA | |
| WHITE, ALLISON, BROOKE | I | DIRECTOR OF COMPLIANCE OPERATIONS | NA | |
| WHITE, ALLISON, BROOKE | I | DIRECTOR OF COMPLIANCE OPERATIONS | NA | |
| WHITE, ALLISON, BROOKE | I | DIRECTOR OF COMPLIANCE OPERATIONS | NA | |
| WHITE, ALLISON, BROOKE | I | DIRECTOR OF COMPLIANCE OPERATIONS | NA | |
| WHITE, ALLISON, BROOKE | I | DIRECTOR OF COMPLIANCE OPERATIONS | NA | |
| WHITE, ALLISON, BROOKE | I | DIRECTOR OF COMPLIANCE OPERATIONS | NA | |
| WHITE, ALLISON, BROOKE | I | DIRECTOR OF COMPLIANCE OPERATIONS | NA | |
| WHITE, ALLISON, BROOKE | I | DIRECTOR OF COMPLIANCE OPERATIONS | NA | |
| WHITE, ALLISON, BROOKE | I | DIRECTOR OF COMPLIANCE OPERATIONS | NA | |
| WHITE, ALLISON, BROOKE | I | DIRECTOR OF COMPLIANCE OPERATIONS | NA | |
| WHITE, ALLISON, BROOKE | I | DIRECTOR OF COMPLIANCE OPERATIONS | NA | |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| MOTSKE, JEFFREY, RALPH | I | PRESIDENT | E | Control |
| TRILOGY CAPITAL HOLDINGS, INC. | DE | OWNER | E | Control |
| TRILOGY CAPITAL HOLDINGS, INC. | DE | OWNER | E | Control |
| TRILOGY CAPITAL HOLDINGS, INC. | DE | OWNER | E | Control |
| TRILOGY HOLDINGS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MOTSKE, JEFFREY, RALPH | I | TRILOGY HOLDINGS, LLC | E | Control |
| TRILOGY CAPITAL FINANCIAL PARTNERS, LLC | DE | TRILOGY FINANCIAL HOLDINGS, LLC | E | Control |
| TRILOGY CAPITAL FINANCIAL PARTNERS, LLC | DE | TRILOGY FINANCIAL HOLDINGS, LLC | E | Control |
| TRILOGY FINANCIAL HOLDINGS, LLC | DE | TRILOGY CAPITAL HOLDINGS, INC. | E | Control |
| TRILOGY FINANCIAL HOLDINGS, LLC | DE | TRILOGY CAPITAL HOLDINGS, INC. | E | Control |
| MOTSKE, JEFFREY, RALPH | I | TRILOGY CAPITAL FINANCIAL PARTNERS, LLC | D | Control |
| MOTSKE, JEFFREY, RALPH | I | TRILOGY CAPITAL FINANCIAL PARTNERS, LLC | D | Control |
| TRILOGY HOLDING LP | DE | TRILOGY CAPITAL FINANCIAL PARTNERS, LLC | C | Control |
| TRILOGY HOLDING LP | DE | TRILOGY CAPITAL FINANCIAL PARTNERS, LLC | C | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (48)
AK AL AR AZ CA CO CT DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI
Address
2601 MAIN STREETSUITE 100
IRVINE, CA 92614
United States
Phone: 714-843-9977