Unclaimed Profile

James Trevor Johnston

TRIVE CAPITAL MANAGEMENT LLC·DALLAS, Texas

Clean recordTRIVE CAPITAL MANAGEMENT LLC

2021 MCKINNEY AVENUE, DALLAS, TX 75201CRD# 7826631Firm CRD# 166910

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Trevor Johnston · DALLAS, TX

Registration

CRD #7826631 · TRIVE CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Trevor Johnston is a registered financial advisor based in DALLAS, Texas, affiliated with TRIVE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

TRIVE CAPITAL MANAGEMENT LLC

AUM

$6.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRIVE CAPITAL MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7826631

Firm CRD# 166910

View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Trevor Johnston offer?

James Trevor Johnston specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are James Trevor Johnston's credentials?

James Trevor Johnston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Trevor Johnston located?

James Trevor Johnston is based in DALLAS, Texas, working with TRIVE CAPITAL MANAGEMENT LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does James Trevor Johnston charge for services?

James Trevor Johnston's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRIVE CAPITAL MANAGEMENT LLC?

TRIVE CAPITAL MANAGEMENT LLC has approximately 71 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →