Trinity Capital Investors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Trinity Capital Investors reports 37 clients. They include 19 state or municipal government entities, 8 pooled investment vehicles and 6 other clients. Of its assets, 100.0% ($458M across 37 accounts) are managed with discretion. It advised 37 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 22% | 51% |
| Charitable organizations | 8% | <1% |
| State or municipal government entities | 51% | 22% |
| Corporations and other businesses | 3% | <1% |
| Other | 16% | 26% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 8 | $233M | 50.9% | $29.1M |
| Charitable organizations | Fewer than 5 | $4.17M | 0.9% | $1.39M |
| State or municipal government entities | 19 | $103M | 22.5% | $5.42M |
| Corporations and other businesses | Fewer than 5 | $248K | 0.1% | $248K |
| Other | 6 | $118M | 25.7% | $19.6M |
| Total | 37 | $458M | 100% | — |
- Clients
- 8
- Regulatory AUM
- $233M
- AUM share
- 50.9%
- Avg. per client
- $29.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.17M
- AUM share
- 0.9%
- Avg. per client
- $1.39M
- Clients
- 19
- Regulatory AUM
- $103M
- AUM share
- 22.5%
- Avg. per client
- $5.42M
- Clients
- Fewer than 5
- Regulatory AUM
- $248K
- AUM share
- 0.1%
- Avg. per client
- $248K
- Clients
- 6
- Regulatory AUM
- $118M
- AUM share
- 25.7%
- Avg. per client
- $19.6M
Total
- Clients
- 37
- Regulatory AUM
- $458M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 37
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Trinity Capital Investors is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Wilson, Jeffrey Scott owns 75% or more of Trinity Capital Investors. The leadership team of Trinity Capital Investors includes Chief Compliance Officer Jeffrey Wilson. It has 2 employees.
Leadership
- Jeffrey WilsonChief Compliance Officer
Staff
- 2 employees
- 2 in advisory functions
- Owns 75% or more of Trinity Capital Investors
Wilson, Jeffrey Scott
Control person · since August 1999
Trinity Capital Investors’ regulatory assets went from $437M (March 2021) to $458M (March 2026); clients rose from 15 to 37 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $458M | 37 | 2 | 1 |
| March 2025 | $472M | 44 | 2 | 1 |
| March 2024 | $468M | 45 | 2 | 1 |
| March 2023 | $437M | 26 | 2 | 1 |
| March 2022 | $448M | 24 | 2 | 1 |
| March 2021 | $437M | 15 | 2 | 1 |
Besides its headquarters, Trinity Capital Investors has 0 offices, with 1 listed address in Mississippi.
Mississippi · 1 listed address
- 1675 Lakeland Drive, Ste 400, JacksonHQ
Contact and registration details
- Legal name
- Trinity Capital Investors
- Headquarters
- 1675 Lakeland Drive, Ste 400, Jackson, MS 39216
- Website
- Not reported
- Phone
- 601-956-3511
- SEC file
- 801-57287
- Structure
- Mississippi corporation
- Fiscal year end
- December
Trinity Capital Investors uses Trustmark National Bank ($455M, 97%) and Northern Trust Compamy ($13.3M, 3%) as custodians for its separately managed accounts. Trinity Capital Investors does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Trustmark National BankTrustmark National Bank · Jackson, MS · $455M97%
- Northern Trust CompamyNorthern Trust Compamy · Chicago, IL · $13.3M3%
At year end, Trinity Capital Investors’ separately managed accounts were mostly in bonds (79%).
What the accounts hold
- Bonds79%
- U.S. government and agency bonds66%
- State and local bonds10%
- Investment grade corporate bonds3%
- Cash1%
- Other20%
- Mortgage backed securities and sbas20%
How many clients does Trinity Capital Investors have?
Trinity Capital Investors has 37 clients and manages $458 million for them, as of March 2026. They include 19 state or municipal government entities, 8 pooled investment vehicles and 6 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Trinity Capital Investors offer?
Trinity Capital Investors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Trinity Capital Investors use?
Trinity Capital Investors’ separately managed account assets are held at Trustmark National Bank (Jackson, MS), with $455M and Northern Trust Compamy (Chicago, IL), with $13.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Trinity Capital Investors have?
Trinity Capital Investors has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Trinity Capital Investors invest in?
At the end of its last fiscal year, Trinity Capital Investors’ separately managed accounts held 66% U.S. government and agency bonds, 20% other, 10% state and local bonds, 3% investment grade corporate bonds and 1% cash and equivalents. The 20% other category is described as: Mortgage Backed Securities and Sbas.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Trinity Capital Investors?
Trinity Capital Investors’ direct owner is Wilson, Jeffrey Scott (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Trinity Capital Investors get paid?
Trinity Capital Investors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Trinity Capital Investors registered with the SEC?
Yes, Trinity Capital Investors has been registered with the SEC as an investment adviser since 18 February 2000. Its CRD number is 110798 and its SEC file number is 801-57287.
Source: Form ADV Part 1A, Item 1, filed 16 March 2026; IAPD firm record
How do I contact Trinity Capital Investors?
Trinity Capital Investors’ main office is at 1675 Lakeland Drive, Ste 400, Jackson, MS 39216. Its phone number is 601-956-3511.