Lena Kaloostian
Trinity Capital Management · Ventuta, California
Lena Kaloostian is a fee-only financial advisor at Trinity Capital Management in Ventuta, 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 | Ventuta, 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 5391090 |
| Exams passed | Series 65 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.trinitycm.com |
How Lena'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 Lena
Is Lena Kaloostian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lena 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 Lena charge for financial advice?
Lena's firm, Trinity Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lena Kaloostian based?
Lena Kaloostian is based in Ventuta, California.
What credentials does Lena Kaloostian hold?
Lena Kaloostian holds the CFP credential.
Is Lena Kaloostian registered with the SEC?
Yes. Lena Kaloostian is registered as an investment adviser representative in CA (CRD 5391090), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trinity Capital Management manage?
Trinity Capital Management reports $556.8M across 954 accounts in assets under management.
How do I contact Lena Kaloostian?
Through Lena'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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