# Trinity Capital Management

Trinity Capital Management is a Consultant based in Santa Barbara, United States.

## Overview

- **Organization type:** Consultant
- **Headquarters:** Santa Barbara, United States
- **Region:** North America
- **Address:** 1730 S Germantown Road, STE. 224, Germantown, TN 38138, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** trinitycapitalmanagement.net
- **LinkedIn:** https://www.linkedin.com/company/trinity-capital-management

## Regulatory record

- **CRD number:** 143097
- **SEC file number:** 801-67581
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143097

## About

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.

## People

- 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

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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