# Trilogy Investment Management, LLC

> Trilogy Investment Management, LLC is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 134197
- Filed as: TRILOGY INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Nevada
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134197
- AdvisorCensus page: https://advisorcensus.com/firm/trilogy-investment-management-llc-134197

## Quick answers

**How is Trilogy Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trilogy Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Trilogy Investment Management, LLC registered with the SEC or a state?**
Trilogy Investment Management, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 134197.

**How much does Trilogy Investment Management, LLC manage?**
Trilogy Investment Management, LLC reports $23,298,281 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**Does Trilogy Investment Management, LLC 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/134197

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $23,298,281
- Discretionary: $23,298,281
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $19,344,890 |
| Charitable organizations | Fewer than 5 | $3,953,391 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trilogy Investment Management, LLC (CRD 134197): Form ADV filing data as of October 2026.