TRINSIC CAPITAL, LLC

RIASEC Registered
Total AUM
$84M
Discretionary
$84M
100% of AUM
Avg account
$875K
Accounts
96
Employees
2
Advisory reps
2

Firm details

Headquarters
FORT WORTH, Texas
CRD number
165949
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI85.1%
  • Individuals13.7%
  • Charitable Organizations1.2%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Trinsic Capital, LLC is an individual-owned limited liability company that provides fee-based portfolio management primarily to private clients. The firm bills on a percentage-of-assets-under-management basis and lists portfolio management for individuals and small businesses as well as for businesses or institutions among its advisory activities. It does not characterize itself as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or separate capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, Public Funds/Mutual Funds 22%, Cash & Cash Equivalents 12%66%
  • Exchange Traded Equities66%
  • Public Funds/Mutual Funds22%
  • Cash & Cash Equivalents12%

Contacts

2 of 2
  • Robert Richardson

    Director of OperationsCRD 8185658

  • BARRY RICHARDSON

    ManagerCRD 2619883

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
4200 S Hulen St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth