Trinity Capital Management, LLC

Who works here

• AB
  Andrew Yoon Bucher
• DB
  Daniel Ryan Baker
• FF
  Fredric Brian Fisher
• LK
  Lena Lisa Kaloostian
• OP
  Orlando Plascencia

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Trinity Capital Management, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

143097