Josh McIntosh
Trimaran Capital · Savannah, Georgia
Josh McIntosh is a fee-only financial advisor at Trimaran Capital in Savannah, Georgia. Trimaran Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Trimaran Capital |
|---|---|
| Based in | Savannah, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $71.9M across 182 accounts |
| SEC registration | Investment adviser representative in GA · CRD 5876408 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.trimarancapital.net |
| Profile |
How Josh's firm compares
- Trimaran Capital's average account is about $395,000, from its Form ADV (assets managed divided by 182 accounts).
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Questions about Josh
Is Josh McIntosh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Josh holds no broker registration, and Trimaran Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Josh charge for financial advice?
Josh's firm, Trimaran Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Josh McIntosh based?
Josh McIntosh is based in Savannah, Georgia.
Is Josh McIntosh registered with the SEC?
Yes. Josh McIntosh is registered as an investment adviser representative in GA (CRD 5876408), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trimaran Capital manage?
Trimaran Capital reports $71.9M across 182 accounts in assets under management.
How do I contact Josh McIntosh?
Through Josh's website, www.trimarancapital.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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