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Philip Braner

VP and Chief Operating Officer at Trinitas Capital Management

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

Philip Braner is VP and Chief Operating Officer of Trinitas Capital Management, LLC, a Dallas investment adviser.

Role at Trinitas Capital Management

Title on Schedule A
VP and Chief Operating Officer
Control
Philip Braner is a control person of Trinitas Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Philip Braner has held the filed role since October 2015.

The firm

Trinitas Capital Management, LLC
Dallas, TX

Form ADV filed 30 March 2026

$19.6B AUM45 clients20 advisers1 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Philip Braner is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Philip Braner
CRD
6092878
Firm
Trinitas Capital Management, LLC
Record basis
Form ADV officer listing
Firm bio
trinitascmllc.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Trinitas identifies Braner as COO at WhiteStar Asset Management and describes previous roles at Highland Capital Management and KPMG. Official firm biography

Education

Common questions

Where does Philip Braner work?

Philip Braner has been VP and Chief Operating Officer of Trinitas Capital Management, LLC since October 2015, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Trinitas Capital Management

Sources

  1. IAPD individual lookup, CRD 6092878. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Trinitas Capital Management, LLC, filed 30 March 2026. Title, control and ownership bands.
  3. Trinitas Capital Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Philip Braner or Trinitas Capital Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.