Fred Fisher

Fred Fisher is President and CEO/Senior Advisor of Trinity Capital Management, LLC, an independent registered investment advisory firm headquartered in Ontario, California, with additional offices in Santa Barbara, Upland, Ventura, and Olympia, Washington. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds Series 63 and Series 66 securities licenses. His SEC Investment Adviser record (CRD #4190041) shows he has been affiliated with Trinity Capital Management since 2008, giving him roughly 18 years of registered advisory experience.

Trinity Capital Management provides discretionary asset management, portfolio management, and financial-planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. Per the firm's most recently reported Form ADV, it manages approximately $453.5 million in regulatory assets under management across roughly 388 client accounts, charging asset-based, hourly, and fixed advisory fees.

Beyond his professional role, Fisher serves as Board Chair of Young Life California Central Region, a Christian youth-ministry organization, reflecting an active community and faith-based involvement alongside his wealth-management practice.

• Operates as a wealth manager / RIA, not a venture capitalist or angel — the "investing" here is discretionary management of clients' assets in public markets, not equity checks into startups.
• Serves individuals, high-net-worth households, small businesses, trusts/estates, and charitable organizations through financial planning and discretionary portfolio management.
• Employs traditional advisory approaches (diversified, long-term portfolio management with financial planning) rather than early-stage venture strategies.
• No publicly stated startup-investment thesis, check size, or seed/angel criteria could be located, consistent with the firm being a wealth-management practice.