Trilogy Capital, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 281597
- SEC number
- 801-106922
- Firm type
- RIA
- Assets under management
- $3.2B as of Jun 9, 2026
- Website
- www.trilogyfs.com ↗
- Phone
- 949-221-8105
- Address
- 2601 Main Street, Irvine, CA, 92614
Advisors at this firm
62 in our index · page 1 of 2
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June Chiyun AdamsCRD 2710593 · Irvine, CAIA RegisteredBroker
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Myles Anschuetz AndersonCRD 6670766 · San Diego, CAIA RegisteredRegistration inactive
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Derrick Lee BlanchetteCRD 6392235 · Corona, CAIA RegisteredRegistration inactive
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Howard Ray BolotinCRD 2451924 · San Diego, CAIA RegisteredRegistration inactive
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Cary S BoringCRD 4168907 · Huntington Beach, CAIA RegisteredBroker
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Michael Joseph BrokerCRD 5460732 · Denver, COIA RegisteredRegistration inactive
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Nathan C. BrownCRD 5178490 · Corona, CAIA RegisteredBroker
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Carolina Carranza HernandezCRD 7279609 · Scottsdale, AZIA Registered
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Jericho CaneteCRD 7924872 · Corona, CAIA Registered
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Gabriel Ubaldo DelunaCRD 5874399 · West Covina, CAIA RegisteredRegistration inactive
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Casey DettorreCRD 5311424 · Corona, CAIA RegisteredBrokerDisclosure event(s) on record
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Robert Joseph DolanCRD 2566599 · Hingham, MAIA RegisteredBroker
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Gavin Riley DankertCRD 8136158 · Corona, CAIA Registered
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Hallie Jordan DenaCRD 6643587 · Huntington Beach, CAIA RegisteredDisclosure event(s) on record
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Kathleen Marie DonnellyCRD 6746173 · Irvine, CAIA Registered
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Jeanwin Yamato DoreusCRD 8135378 · Corona, CAIA Registered
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Zachary Jason ErnisseCRD 8137670 · San Diego, CAIA Registered
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Windus Allison Fernandez BrinkkordCRD 4648629 · San Diego, CAIA RegisteredBroker
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Michael John FibigerCRD 6181967 · Denver, COIA RegisteredBroker
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Joseph Alan FischmanCRD 2702694 · Irvine, CAIA RegisteredBroker
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Ahmed Iqbal GhulamaliCRD 2573093 · Irvine, CAIA RegisteredBroker
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Todd Adam GurvisCRD 2604487 · Torrance, CAIA RegisteredBroker
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Desire GonzalezCRD 7620040 · West Covina, CAIA Registered
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Mark Allen HammillCRD 6036316 · Torrance, CAIA RegisteredBroker
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Sylvia Elise JamesCRD 7149694 · Corona, CAIA Registered
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Amy Marie KaneCRD 4695653 · Denver, COIA RegisteredRegistration inactive
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Clark KingCRD 7839628 · San Diego, CAIA Registered
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Michael Christopher LooCRD 2935844 · Irvine, CAIA RegisteredBroker
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Matthew Stephen LyonsCRD 7603064 · San Diego, CAIA Registered
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David Michael McdonoughCRD 2497561 · Hingham, MAIA RegisteredBroker
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Christopher Edward MolonyCRD 5577029 · Torrance, CAIA RegisteredBroker
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Paul Eugene MooreCRD 6634173 · Denver, COIA RegisteredDisclosure event(s) on record
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Kathleen Dempsey MunizCRD 2956939 · West Covina, CAIA RegisteredBroker
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Rafael Alejandro Murguia RamirezCRD 7052834 · Scottsdale, AZIA Registered
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Atenas J MartinezCRD 7430218 · San Diego, CAIA Registered
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Connor Byron McguireCRD 8214151 · Denver, COIA Registered
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Tanner MotskeCRD 7540276 · Huntington Beach, CAIA RegisteredBroker
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Scott Matthew NaimanCRD 5533953 · Corona, CAIA RegisteredBrokerDisclosure event(s) on record
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Rae NathanCRD 7966120 · Denver, COIA Registered
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Nya NyapambaCRD 7751400 · Denver, COIA Registered
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James Gunther OuryCRD 6955202 · Denver, COIA Registered
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Eric Andrew PerkinsCRD 2338014 · Irvine, CAIA RegisteredBroker
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Evelyn Pachuca LazoCRD 8144202 · West Covina, CAIA Registered
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Alicia K PilonCRD 7714505 · West Covina, CAIA Registered
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Joseph Edward RoesslerCRD 6933552 · Corona, CAIA Registered
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Ashley Jeanett Robles RoblesCRD 7971684 · Scottsdale, AZIA Registered
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Dale SarpardCRD 6662435 · Hingham, MAIA Registered
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Michael J SerioCRD 1302536 · Denver, COIA Registered
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Jeffrey David SeuferlingCRD 2934300 · Corona, CAIA RegisteredBroker
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Joseph Antoine SirgyCRD 4648650 · West Covina, CAIA RegisteredBroker
1–50 of 62Next →
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 281597 ↗
FINRA BrokerCheck record for firm CRD 281597 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.