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Trinity Capital Management
Trinity Capital Management launched in 2016 as a Tennessee-registered investment adviser owned by Morris Gordon Nutt.
Trinity Capital Management
Trinity Capital Management launched in 2016 as a Tennessee-registered investment adviser owned by Morris Gordon Nutt. The firm emerged as a structured consultancy for retail clients in the Memphis suburbs, with Nutt simultaneously maintaining his Raymond James affiliation as a Wealth Management Consultant — a dual-role arrangement that blurs the line between independent RIA and broker-dealer representative. The firm's public-facing model centers on three services: financial strategies, investment advice, and estate planning, all filtered through a proprietary three-step sequence — Assess, Plan, Manage. Assess relies on what the firm calls data-driven analysis; Plan produces an individualized strategy; Manage covers ongoing oversight. No separate asset-management vehicle, pooled fund, or partnership structure is disclosed. The website markets to "the discerning investor" but the content — Social Security ebooks, Medicare positioning, and budgeting guides — reflects a core clientele navigating retirement and wealth-preservation decisions rather than institutional mandates. The team stands at five. C. Douglas Davenport, a Germantown-based professional, serves as Chief Investment Officer. Emily Delashmit operates as senior branch administrator, Gracie Harrington runs client relations and marketing, and Trinity Ritchie handles administrative support. In addition to the main Germantown address, the firm's website lists no other offices. As of May 2026, no audited AUM, ADV filings, or SEC-reported regulatory assets are publicly available. The hybrid RIA–Raymond James structure is Trinity Capital's defining architectural feature. Morris Nutt's concurrent role as a Raymond James Wealth Management Consultant means client assets may sit either directly under the RIA's advisory agreement or inside Raymond James' broker-dealer ecosystem — the firm's disclosures do not clarify which custodial wrapper governs a given relationship. This dual-hat posture is common among suburban wealth practices but limits the transparency an institutional allocator would require to evaluate the firm as a discrete pool of capital.
General information
Firm type
Consultant
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Germantown
Corporate office
1730 S Germantown Road, STE. 224, Germantown, TN 38138, United States
Principals
Morris Nutt
CEO, Wealth Management Consultant, Raymond James
C. Douglas Davenport
Chief Investment Officer
Emily Delashmit
Sr. Branch Administrator and Sales Assistant
Gracie Harrington
Director of Client Relations and Marketing
Trinity Ritchie
Administrative Assistant
Frequently asked questions
Who runs investment decisions at Trinity Capital Management?
C. Douglas Davenport serves as Chief Investment Officer, per the firm's website, while founder Morris Nutt oversees the practice as CEO and simultaneously operates as a Wealth Management Consultant at Raymond James. The division of portfolio-construction authority between Davenport's CIO function and Nutt's advisory role is not publicly detailed. This dual-lead structure means external diligence should clarify whether Davenport or Nutt holds final decision rights on asset allocation and manager selection.
How does Trinity Capital Management source its clients?
The practice draws heavily from its physical footprint in Germantown, Tennessee, a Memphis suburb, with local networking and retail-wealth referrals likely dominant. The site's educational content — Social Security ebooks, Medicare strategy guides, and budgeting articles — is designed to convert search traffic from households nearing or in retirement rather than to attract institutional or UHNW mandates. No client-referral partnership, professional-network membership, or alternative sourcing channel is disclosed.
Is Trinity Capital Management structured as a single family office?
No. While the Altss platform may store a 'Family Office' taxonomy tag, the primary-source record shows a registered investment adviser (RIA) serving multiple third-party clients. The firm is organized as a Tennessee LLC owned by Morris Gordon Nutt, not as a vehicle for a single family's wealth. No evidence of pooled family capital or dedicated family-office services exists in the public disclosures.
Does Trinity Capital Management run pooled funds or direct investment vehicles?
The firm's public materials reference only advisory and planning services — financial strategies, investment advice, and estate planning. No separate fund, SPV, direct-investment platform, or co-investment structure is described. If Trinity executes trades or allocates to third-party managers, those activities likely occur through Raymond James' platform under Nutt's broker-dealer hat, not through an independent in-house vehicle.
How does Morris Nutt's Raymond James role affect the firm's operations?
Nutt's concurrent role as a Raymond James Wealth Management Consultant introduces a structural layer that typical independent RIAs do not carry. Client accounts may be custodied and execution-handled through Raymond James, with the independent RIA providing overlay advice. The exact legal and operational separation — and whether Davenport's CIO purview extends across both the RIA and the Raymond James business — cannot be determined from public disclosures alone.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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