Trifecta Capital Advisors, LLC

$927.4MAssets under management
as of Mar 2026 · SEC Form ADV
Northbrook, IL
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Tech stack

No one at Trifecta Capital Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Trifecta Capital Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $568M held · filed Jun 2024