# Trilogy Investment Advisors

> Trilogy Investment Advisors is an exempt reporting adviser in Bellevue, WA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 341443
- Filed as: TRILOGY INVESTMENT ADVISORS
- Legal name: Trilogy Investment Advisors, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/341443
- AdvisorCensus page: https://advisorcensus.com/firm/trilogy-investment-advisors-bellevue-wa-341443

## Quick answers

**Where is Trilogy Investment Advisors located?**
Trilogy Investment Advisors' principal office is in Bellevue, WA, according to its Form ADV.

**How does Trilogy Investment Advisors report to regulators?**
Trilogy Investment Advisors is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 341443.

**Does Trilogy Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/341443

**What changed in Trilogy Investment Advisors' recent Form ADV filings?**
In the April 2026 filing data: Began filing reports as an exempt reporting adviser.

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trilogyequity.com
- LinkedIn @trilogy-equity-partners-llc
- X @TrilogyEquity
- YouTube @TrilogyEquity

## Changes in the filing (last 12 months)

### April 2026
- Began filing reports as an exempt reporting adviser.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trilogy Investment Advisors (CRD 341443): Form ADV filing data as of October 2026.