Trifecta Capital Advisors, LLC
Firm details
- Headquarters
- Northbrook, Illinois
- CRD number
- 317391
- Registered since
- January 14, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.48%
- Individuals2.19%
- Corporations / Businesses0.19%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Trifecta Capital Advisors, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2022. The firm serves high-net-worth individuals and families as well as institutional clients, and it operates as a capital allocator—selecting third-party managers in addition to providing financial planning and portfolio management. Its fee arrangements include both AUM-based and fixed-fee structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Non-Exchange Traded Equities30%
- Investment Grade Corp Bonds10%
- State & Local Bonds5%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 86Active vs passive
$208M in ETFs
99%
$206M
<1%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $60.8M | 82,177 | 29.26% |
Location
Northbrook, IL
Cook
Location
Northbrook, IL
Headquartered in Northbrook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 400 Skokie Blvd
- Time zone
- CT (UTC-6)
- Office locations
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