SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Trivant Custom Portfolio Group LLC
San Diego, CA
CRD 129803
Firm filing updated February 27, 2026 ·
- $239.4MAssets
- 196Clients
- 5Advisory staff
- 482Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals85
- High net worth individuals80
- Corporations or other businesses14
- Pension and profit sharing plans13
- Charities4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 85 | $25.6 million |
| High net worth individuals | 80 | $200.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $10.4 million |
| Charitable organizations | 4 | $196,000 |
| Corporations or other businesses not listed above | 14 | $2.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$239.4 million
- Accounts482
- DiscretionaryAll accounts
People
- Employees5
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 129803, SEC file 801-117351.
- Registered with the SEC as an investment advisor (status date on record: September 13, 2019).
Is Trivant Custom Portfolio Group LLC a fiduciary?
Short answer: Trivant Custom Portfolio Group LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.