Fredric Brian Fisher
Investment adviser representative at Trinity Capital Management, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$556.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Trinity Capital Management, LLCJul 2008 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
Trinity Capital Management, LLC
$556.8MAssets managed
393Clients
5Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4190041
- Firm CRD
- 143097