TRIDENT CAPITAL ADVISORS, LLC

Overview

Trident Capital Advisors, LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and charges a mix of percentage-of-AUM, hourly and fixed fees. Its stated business activities include financial planning and discretionary and non-discretionary portfolio management. Trident does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a related adviser or pension consultant. The firm has an industry affiliation with an insurance company, which informs part of its product set. Investment activity is weighted toward publicly available pooled vehicles; the firm’s filings show a heavy reliance on mutual funds and other public funds as the primary vehicle for client exposure. Trident manages both discretionary mandates and non-discretionary accounts, indicating it delivers model/managed account solutions while retaining some advisory relationships where clients or third parties retain trading authority.

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Location & Offices