Trinity Capital Management, LLC

Trinity Capital Management, LLC (CRD# 140946) is a financial advisory firm headquartered in Overland Park, KS. They manage $36,086,022 in 83 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS 66202
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $434,771
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO, TX

Financial Advisors at Trinity Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Bradford Bagby, financial advisor Overland Park KS
Bradford P. Bagby
CRD#: 4694374
7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS 66202

Bradford Bagby (CRD# 4694374) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Overland Park, KS and has over 20 years of experience in the finance industry.

2
David Bagby, financial advisor Overland Park KS
David R. Bagby
CRD#: 700161
7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS 66202

David Bagby (CRD# 700161) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Overland Park, KS and has over 17 years of experience in the finance industry.

3
Adrianne Valkar, financial advisor Overland Park KS
Adrianne L. Valkar
CRD#: 5406420
7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS 66202

Adrianne Valkar (CRD# 5406420) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Overland Park, KS and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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