Unclaimed Profile

John Clive Lewis

TRINITAS CAPITAL MANAGEMENT, LLC·DALLAS, Texas

Clean recordTRINITAS CAPITAL MANAGEMENT, LLC

200 CRESCENT COURT, DALLAS, TX 75201-1834CRD# 6042752Firm CRD# 281328

Profile Verification

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

Identity

John Clive Lewis · DALLAS, TX

Registration

CRD #6042752 · TRINITAS CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Clive Lewis is a registered financial advisor based in DALLAS, Texas, affiliated with TRINITAS 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

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Firm Overview

Firm

TRINITAS CAPITAL MANAGEMENT, LLC

TRINITAS CAPITAL MANAGEMENT

AUM

$12.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRINITAS CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6042752

Firm CRD# 281328

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Clive Lewis offer?

John Clive Lewis specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are John Clive Lewis's credentials?

John Clive Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Clive Lewis located?

John Clive Lewis is based in DALLAS, Texas, working with TRINITAS CAPITAL MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does John Clive Lewis charge for services?

John Clive Lewis'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 TRINITAS CAPITAL MANAGEMENT, LLC?

TRINITAS CAPITAL MANAGEMENT, LLC has approximately 18 employees and manages $12.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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