"We help investors answer the question they ask themselves daily either consciously or unconsciously: "Do I have enough?"

Firm Overview

Trinity Capital Management in Germatown, TN is an independent wealth management firm committed to building a family legacy through tailored financial solutions and world-class service.

  • Serving Affluent Investors and Their Families in More Than 30 States
  • Management of 9 Figures in Assets
  • Customized Investment Portfolios
  • More Than 75 Years of Combined Wealth Management Experience

Check the background of this firm on FINRA's BrokerCheck.

Some of Our Services

Savings and Donations

Receive professional guidance on retirement funds, children’s education, charity donations, and family savings. Build your personal finances all while making a worthwhile contribution to the community.

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Assets and Investments

We offer professional asset management and alternative investments such as real estate, private equity, commodities, managed futures, structured products, and hedge funds.

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Corporate Services

Our firm provides corporate executives and business owners with specific solutions to the challenges of managing a company – often the most important asset you own.

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Credit, Lending, and Cash Management

Our credit, lending, and cash management services deal with both sides of your professional balance sheet, including your borrowing and cash management needs.

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A Company
That Cares

  • Our Motto

    “We are working hard to build not just another financial planning practice. We are working hard to build something beautiful that encourages our investor to become loyal fans.”

    - Morris Nutt

  • Comprehensive Financial Planning

    Our work involves identifying client-based needs and goal planning.

    • Retirement and Income Planning
    • Life, Disability, and Long-Term Care Insurance Planning
    • Estate Planning
    • Education Planning
    • Charitable Planning
  • Community Involvement

    We strive to make a difference in the community by sponsoring local organizations such as:

    • FedEx Family House
    • American Cancer Society
    • St. Jude Children’s Research Hospital
    • Toys for Tots

        *Raymond James is not affiliated with any of the above organizations.

History and Philosophy

Morris Nutt created Trinity Capital Management, an independent firm in 2003, with the aspiration of being the preeminent provider of financial planning. Morris’ entrepreneurial drive and the desire to build a legacy were the main reasons for his move in starting an independent financial services firm.

The independent Raymond James investment platform was selected by Morris and his team because it offered and currently offers the most attractive combination of freedom to conduct business as he originally envisioned coupled with the back office support, professional investment research, and name recognition of Raymond James.

In 2014, Morris began earnestly searching for the ideal financial planning model of the future: one where investors were more in control of their financial futures working alongside the guiding hand of their supportive financial advisors.

Thus, the seeds were sown and what started as a mere vision morphed into reality in May of 2016, as the debut of Trinity Capital Management, LLC burst into the scene.

Reach out to Us

Trinity Capital Management is  a SEC registered investment advisor .

 

Advisory services offered through Trinity Capital Management, a registered investment advisor. Securities offered through Chalice Capital Partners, LLC , member FINRA/SIPC.  Trinity Capital Management and Chalice Capital Partners are  affiliated but do not share common ownership.

 

FINRA

SIPC