Orlando Plascencia
Investment adviser representative at Trinity Capital Management, LLC
21 yearsExperience
1 stateRegistered in
$556.8MFirm assets
19 yearsFirm in business
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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
21 years in the industry.
- Trinity Capital Management, LLCSep 2022 to now
- Clover Financial & Ins. Svcs, Inc dba Trinity Financial PartnersMay 2005 to Sep 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 5455702
- Firm CRD
- 143097