Trivant Custom Portfolio Group LLC

CRD 129803 · San Diego, CA · $239.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 129803
SEC number: 801-117351
Firm type: RIA
Assets under management: $239.4M as of Feb 27, 2026
Website: www.linkedin.com/company/trivant ↗
Phone: 619-286-3930
Address: 600 W Broadway, San Diego, CA, 92101

Advisors at this firm

5 in our index · page 1 of 1

John Bruce BarberCRD 2799248 · San Diego, CA

IA Registered
James Donald EvensonCRD 8161517 · San Diego, CA

IA Registered
Michael Carl HarrisCRD 4699319 · San Diego, CA

IA Registered

Disclosure event(s) on record
Daniel Mark LaimonCRD 4739072 · San Diego, CA

IA Registered
James Robert ThompsonCRD 7352950 · San Diego, CA

IA Registered

Source & corrections

Where this page comes from

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