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Connor Byron Mcguire

Investment adviser representative at Trilogy Capital, Inc.
11 yearsExperience
1 stateRegistered in
$3.2BFirm assets
10 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
  • Pension consulting

Experience

11 years in the industry.

  1. Trilogy Capital, Inc.Mar 2026 to now
  2. Trilogy FinancialFeb 2026 to now
  3. United States Anti-doping AgencyNov 2024 to Feb 2026
  4. Cagerat BaseballSep 2024 to Dec 2025
  5. Mlb Draft League/west Virginia Black BearsJul 2024 to Sep 2024
  6. California Baptist UniversitySep 2022 to May 2024
  7. University of California, IrvineSep 2019 to Jun 2022
  8. Arnold O. Beckman High SchoolAug 2015 to Jun 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (CO).

Trilogy Capital, Inc.

$3.2BAssets managed
8,388Clients
72Advisers
10 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
8214151
Firm CRD
281597
Advisor's SEC record (opens in a new tab)
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