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Trinity Capital Management (TCM) is an independent financial practice offering wealth advisory services to successful individuals, families, businesses owners, and institutions. We are committed to helping our clients navigate their financial journey through effective planning, prudent investment management, and diligent progress review of investment goals and objectives. With just under $1 billion in assets under management as of June 30, 2022, TCM has the size, scale, systems, and team to provide a comprehensive wealth management approach to help our clients work toward achieving their goals and dreams. You dream it, we help you work to plan it and live it.
Read More2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
Trinity Capital Management employs a team approach to developing, implementing and working with our clients to review their wealth management plans. Each team member has defined roles and responsibilities designed to cover all facets of our client service model. Our process is designed to help ensure each element of a client’s plan can be achieved. We believe a proactive client service approach can enable us to stay on top of every aspect of our client’s financial lives and helps empower us to effectively react to critical life events as they occur.
821 ESE Loop 323, Suite 110 | Tyler, Texas 75701
Main: 903-747-3960 | Toll Free: 855-515-3246 | Fax: 903-747-3970
Galleria Tower One | 13355 Noel Rd., Suite 1100 | Dallas, TX 75244
Main: 214-706-3575 | Fax: 214-746-5037
1323 N. University Drive | Nacogdoches, TX 75961
Main: 936-560-3930 | Fax: 936-564-3297
2021 Whispering Ridge Dr. | Great Falls, MT 59405
Main: 406-727-9050 | Cell: 406-788-3425 | Fax: 936-564-3297
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821 ESE Loop 323, Suite 110
Tyler, Texas 75701
P: 903-747-3960
Toll Free: 855-515-3246
F: 903-747-3970
Galleria Tower One
13355 Noel Rd., Suite 1100
Dallas, TX 75244
P: 214-706-3575
F: 214-746-5037
1323 N. University Drive
Nacogdoches, TX 75961
P: 936-560-3930
Toll Free: 833-560-3930
F: 936-564-3297
2021 Whispering Ridge Dr.
Great Falls, MT 59405
Main: 406-727-9050
Cell: 406-788-3425
F: 936-564-3297
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