Orlando Plascencia
Trinity Capital Management · Upland, California
Orlando Plascencia is a fee-only financial advisor at Trinity Capital Management in Upland, California. 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 | Upland, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $556.8M across 954 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5455702 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.trinitycm.com |
How Orlando'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 Orlando
Is Orlando Plascencia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Orlando 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 Orlando charge for financial advice?
Orlando's firm, Trinity Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Orlando Plascencia based?
Orlando Plascencia is based in Upland, California.
Is Orlando Plascencia registered with the SEC?
Yes. Orlando Plascencia is registered as an investment adviser representative in CA (CRD 5455702), 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 Orlando Plascencia?
Through Orlando'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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