TRIVIUM POINT ADVISORY, LLC

RIASEC RegisteredEst. 2018

Total AUM

$1.6B

Discretionary

$1.5B

89% of AUM

Avg account

$693K

Accounts

2,348

Employees

Advisory reps

Firm details

Headquarters: WILTON, Connecticut
CRD number: 292182
Registered since: February 9, 2018
Website: pfpartners.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.79%
Pension & Profit Sharing Plans10.52%
Individuals9.01%
Corporations / Businesses0.39%
Charitable Organizations0.29%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Trivium Point Advisory, LLC is an independent registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. Founded as an SEC-registered RIA in 2018, the firm offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third-party advisers. Fee arrangements include percentage-of-AUM, hourly and fixed-fee engagements, allowing flexibility across retainer-style planning and ongoing discretionary management. The firm appears equity-focused by mandate: its most-used asset class is exchange-traded equities and it maintains significant 13F-reported equity exposure. Trivium Point works alongside accountants and insurance companies as part of its referral and implementation network. It does not position itself as an active ESG investor and describes its client base as a blend of individual & family and institutional relationships. Trivium Point was listed among Forbes’ America's Top RIA Firms in 2023.