TRINITY CAPITAL INVESTORS

1675 Lakeland Drive
Ste 400
Jackson, Mississippi 39216
Tel: 601-956-3511

About TRINITY CAPITAL INVESTORS

TRINITY CAPITAL INVESTORS, formally registered with the SEC as TRINITY CAPITAL INVESTORS. The firm was established in 02/18/2000. They have over 1 offices throughout the country.

TRINITY CAPITAL INVESTORS is a Jackson, Mississippi based Financial Planning firm with nearly $468,406,272 assets under management, offering retirement planning & investment advisory services to 45 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110798
SEC#	801-57287
Assets Managed by Firm	$468,406,272
No. of Clients	45
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	45	$468,406,272
Charitable organizations	3	$3,790,994

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