Bradford Petersen Bagby

Trinity Capital Management, LLC

19 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment Management

Trinity Capital Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

69 clients

Average Client Portfolio

$688K average

Assets Under Management

$47.5M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.25%
$1.0M - $3.0M	1.00%
$3M+	0.50%

Fees may be negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS, 66202

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History

Regulatory History (1)

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Regulatory

September 2014

Final

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Employment History

Current Registrations

Trinity Capital Management, LLC

February 2014 - Present · 12 yrs

Previous Registrations

Bagby Capital Management, LLC

March 2008 - November 2011 · 3 yrs 8 mos

Oppenheimer & CO. INC.Broker

November 2005 - February 2008 · 2 yrs 3 mos

Fahnestock Asset Management

November 2005 - February 2008 · 2 yrs 3 mos

Citigroup Global Markets INC.

February 2005 - November 2005 · 9 mos

Citigroup Global Markets INC.Broker

October 2004 - November 2005 · 1 yr 1 mo

Sunset Financial Services, INC.Broker

August 2003 - August 2004 · 1 yr

State Registrations3 states

KSMOTX

Advisor

Exams

No exam information available for this advisor.