Trivant Custom Portfolio Group Llc
- Regulatory AUM
- $239M
- Discretionary
- $239M
- Clients
- 196
- Avg AUM / client
- $1.2M
- Accounts
- 482
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 85 | $25.6M | 10.7% |
| High net worth individuals | 80 | $200M | 83.7% |
| Pension and profit sharing plans | 13 | $10.4M | 4.35% |
| Charitable organizations | 4 | $196K | 0.08% |
| Corporations and other businesses | 14 | $2.9M | 1.21% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $6.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Soteria Fund L.P. | Hedge Fund | California | $6.1M | 11 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Mark Laimon | Managing Member | Nov 2003 (23y) | 25% – 50% | |
| John Bruce Barber | Chief Investment Officer/Chief Compliance Officer | CFA | Nov 2003 (23y) | 25% – 50% |
| Michael Carl Harris | Vice President | CFP CFA | Jan 2008 (19y) | 25% – 50% |
| James Robert Thompson | Registered representative | May 2021 (5y) | ||
| James Donald Evenson | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $6.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Soteria Fund L.P. | Hedge Fund | $6.1M | $100K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $239M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗