Daniel Baker
Trinity Capital Management · Rancho Cucamonga, California
Daniel Baker is a fee-only financial advisor at Trinity Capital Management in Rancho Cucamonga, California, who holds the CFP credential. Trinity Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Trinity Capital Management |
|---|---|
| Based in | Rancho Cucamonga, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $556.8M across 954 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5311341 |
| Exams passed | Series 66 (2008) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.trinitycm.com |
| Profile |
How Daniel's firm compares
- Trinity Capital Management's average account is about $584,000, from its Form ADV (assets managed divided by 954 accounts).
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Questions about Daniel
Is Daniel Baker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Trinity Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Trinity Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Baker based?
Daniel Baker is based in Rancho Cucamonga, California.
What credentials does Daniel Baker hold?
Daniel Baker holds the CFP credential.
Is Daniel Baker registered with the SEC?
Yes. Daniel Baker is registered as an investment adviser representative in CA (CRD 5311341), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Trinity Capital Management manage?
Trinity Capital Management reports $556.8M across 954 accounts in assets under management.
How do I contact Daniel Baker?
Through Daniel's website, www.trinitycm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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