AdvisorCensus / Financial advisors / Trinity Neches
Trinity Neches
Filed as TRINITY NECHES · Legal name Thiel Investment Management Company, LLC
Trinity Neches is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.
Quick answers
From the filingHow is Trinity Neches compensated?
On its Form ADV (Item 5.E, October 2026), Trinity Neches reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Trinity Neches charge?
Its Form ADV Part 2A brochure dated April 22, 2026 states: Flat fee: $5,000 (written financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Trinity Neches registered with the SEC or a state?
Trinity Neches is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 282631.
How much does Trinity Neches manage?
Trinity Neches reports $120,387,810 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (97% discretionary).
What types of clients does Trinity Neches serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (34); pension and profit sharing plans (but not the plan participants or government pension plans) (2).
Which custodians does Trinity Neches use?
Trinity Neches' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ascensus Trust Company and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Trinity Neches report any disciplinary disclosures?
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282631
What changed in Trinity Neches' recent Form ADV filings?
In the June 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AFlat fee: $5,000 (written financial plans)
The brochure's wording
For written financial plans, we charge a fixed fee. Financial Planning Fees start at $5,000 and are adjusted based on the type and complexity of the financial plan.
As stated in the firm's Form ADV Part 2A brochure dated April 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$120,387,810 as of October 2026, filing dated April 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Thiel Investment Management Company, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 111 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Criminal matters Items 11.A and 11.B
- 11.A(2) In the past ten years, has the firm or an advisory affiliate been charged with a felony?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- June 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Trinity Neches (CRD 282631): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/trinity-neches-282631