TC
TRILOGY CAPITAL, INC.
SEC RegisteredWe Are More Than Financial Planners. We Are Life Planners.
IRVINE, CAhttps://trilogyfs.com949-221-8105
Assets Under Management
$1B–$5B
Employees
74
Office Locations
12 offices
Total Accounts
18988
About the firm
At Trilogy Financial, Advisors coach clients through everyday financial decisions. The firm offers collaborative, team-based financial life planning with personalized, data-driven plans designed to help clients achieve financial independence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Areas of expertise
Wealth ManagementRetirement PlanningEstate PlanningLife InsuranceCollege SavingsSocial SecurityLong-term CareInvestment StrategiesBudgetingFinancial CoachingGenerational Wealth+1 more
Services
Wealth & Asset Management, Life Insurance, 401(k) & Retirement Planning, Saving for College, Social Security, Investment Strategies, Long-Term Care, Estate Planning Strategies, Retirement Transitions, Budgeting, Financial Coaching, and Personalized Financial Life Planning.
financial_planningestate_planninginsurancewealth_management
Who they serve
Everyday Americans who are building their wealth or already retired, including individuals at every financial life stage.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7,512 | $1.6B |
| High Net Worth Individuals | 546 | $1.0B |
| Charitable Organizations | 305 | $586M |
| State/Municipal Entities | 3 | — |
60 total clients reported on Form ADV.
Leadership
Llc Trilogy Holdings
MEMBER
Jeffrey Ralph Motske
CHIEF EXECUTIVE OFFICER
June Chiyun Adams
CHIEF COMPLIANCE OFFICER
Jeffrey Ralph Motske
MANAGING MEMBER
Office locations
12 offices in 4 states
CA
IRVINEHQ
CA
CORONA
CA
WEST COVINA
MA
WOBURN
CA
WOODLAND HILLS
CA
SAN DIEGO
CO
DENVER
CA
HUNTINGTON BEACH
AZ
SCOTTSDALE
MA
HINGHAM
CA
WESTLAKE VILLAGE
CA
TORRANCE
Advisors at this firm
73 advisors in the directory
June Chiyun Adams
Investment Adviser Representative
Myles Anschuetz Anderson
Investment Adviser Representative
Michael Joseph Broker
Investment Adviser Representative
Michael Shoheen Bakhshi
Investment Adviser Representative
Derrick Lee Blanchette
Investment Adviser Representative
Howard Ray Bolotin
Investment Adviser Representative
Cary S Boring
Investment Adviser Representative
Nathan C. Brown
Investment Adviser Representative
Carolina Carranza Hernandez
Investment Adviser Representative
Jericho Canete
Investment Adviser Representative
Gonzalo De Leon Plata
Investment Adviser Representative
Robert Joseph Dolan
Investment Adviser Representative
Gavin Riley Dankert
Investment Adviser Representative
Gabriel Ubaldo Deluna
Investment Adviser Representative
Hallie Jordan Dena
Investment Adviser Representative
Casey Dettorre
Investment Adviser Representative
Kathleen Marie Donnelly
Investment Adviser Representative
Jeanwin Yamato Doreus
Investment Adviser Representative
Thomas J Elkins
Investment Adviser Representative
Zachary Jason Ernisse
Investment Adviser Representative
Michael John Fibiger
Investment Adviser Representative
Windus Allison Fernandez Brinkkord
Investment Adviser Representative
Joseph Alan Fischman
Investment Adviser Representative
Ahmed Iqbal Ghulamali
Investment Adviser Representative
Desire Gonzalez
Investment Adviser Representative
Todd Adam Gurvis
Investment Adviser Representative
Jeffrey Robert Hackbarth
Investment Adviser Representative
Mark Allen Hammill
Investment Adviser Representative
David Foster Huisinga
Investment Adviser Representative
Sylvia Elise James
Investment Adviser Representative
Eric Edward Johnson
Investment Adviser Representative
Heather Lynn Klutznick
Investment Adviser Representative
Amy Marie Kane
Investment Adviser Representative
Clark King
Investment Adviser Representative
Michael Christopher Loo
Investment Adviser Representative
Matthew Stephen Lyons
Investment Adviser Representative
David Michael McDonough
Investment Adviser Representative
Atenas J Martinez
Investment Adviser Representative
Connor Byron McGuire
Investment Adviser Representative
Christopher Edward Molony
Investment Adviser Representative
Jeffrey Ralph Motske
Investment Adviser Representative
Tanner Motske
Investment Adviser Representative
Kathleen Dempsey Muniz
Investment Adviser Representative
Rafael Alejandro Murguia Ramirez
Investment Adviser Representative
Scott Matthew Naiman
Investment Adviser Representative
Rae Nathan
Investment Adviser Representative
Nya Nyapamba
Investment Adviser Representative
James Gunther Oury
Investment Adviser Representative
Robert J Ochoa
Investment Adviser Representative
Evelyn Pachuca Lazo
Investment Adviser Representative
Hannah Peck-Lazcano
Investment Adviser Representative
Eric Andrew Perkins
Investment Adviser Representative
Alicia K Pilon
Investment Adviser Representative
Ashley Jeanett Robles Robles
Investment Adviser Representative
Joseph Edward Roessler
Investment Adviser Representative
Dale Sarpard
Investment Adviser Representative
Michael J Serio
Investment Adviser Representative
Jonathan Peter Sabat
Investment Adviser Representative
Gabriela Giselle Salazar
Investment Adviser Representative
Jeffrey David Seuferling
Investment Adviser Representative
Kevin Simpson
Investment Adviser Representative
Joseph Antoine Sirgy
Investment Adviser Representative
Douglas Charles Stroot
Investment Adviser Representative
Gary Sussman
Investment Adviser Representative
Keegan James Tanghe
Investment Adviser Representative
Justin Anthony Tyrrell
Investment Adviser Representative
Brecht Van Waes
Investment Adviser Representative
Benjamin Vazquez
Investment Adviser Representative
Janeane Vena
Investment Adviser Representative
Thomas Christopher Walden
Investment Adviser Representative
Collin Wolf
Investment Adviser Representative
James Robert Young
Investment Adviser Representative
Diane Powell Zing
Investment Adviser Representative
Regulatory & compliance
CRD number
#281597
SEC Number
801-106922
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $5,500 (waivable)
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
trilogyfs.comPhone
949-221-8105Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRILOGY CAPITAL, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.