{"id":624621,"date":"2026-10-08T19:06:15","date_gmt":"2026-10-08T19:06:15","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/624621\/"},"modified":"2026-10-08T19:06:15","modified_gmt":"2026-10-08T19:06:15","slug":"5b-trilogy-adds-1b-ria-specializing-in-aviation-workers","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/624621\/","title":{"rendered":"$5B Trilogy Adds $1B RIA Specializing in Aviation Workers"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Trilogy Capital, a <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" href=\"https:\/\/www.wealthmanagement.com\/career-moves\/people-moves-mercer-hires-integration-lead-mai-taps-marketing-head\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">hybrid registered investment advisor <\/a>based in Irvine, Calif., has struck its largest deal of the year with Mountain Capital Investment Advisors, a $1 billion RIA based in Westminster, Colo.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">The move marks Trilogy\u2019s second office in Colorado and its 11th overall, with a footprint in California, Arizona and Massachusetts.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Mountain Capital was founded in 2011 by U.S. Marine Corps veteran and former pilot Brandt Burns and specializes in working with aviation professionals. Other team members include current and former pilots, airline executives and industry experts. Burns and other senior leaders owned the firm, according to its most recent Form ADV.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u201cPartnering with Trilogy allows us to maintain our firm\u2019s personalized service and expertise, while enhancing additional offerings that matter most to our clients,\u201d Burns said in a statement.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Mountain Capital, which will keep its brand name with the move, offers consulting services, including interview preparation for pilots and aviation professionals, as well as tax preparation for airline professionals. The services will be combined with Trilogy\u2019s existing Trilogy Tax &amp; Consulting, an affiliated company the firm <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" rel=\"noreferrer nofollow noopener\" target=\"_blank\" href=\"https:\/\/www.prnewswire.com\/news-releases\/trilogy-launches-trilogy-tax--consulting-llc-302894661.html\">launched in September<\/a>.<\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/ria-news\/mercer-advisors-completes-19-billion-refinancing\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">Mercer Advisors Completes $1.9B Debt Refinancing, Adds $340M Credit Facility<\/a><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Trilogy Financial started RIA Trilogy Capital in 2016 to be led by co-founder, President and CEO Jeff Motske. The firm has since grown to more than $5 billion in AUM and has a centralized office for advisor services, including compliance, investments, tax preparation, and marketing.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u201cMountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth,\u201d Motske said in a statement.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Trilogy Financial is backed by minority investor Peloton Capital Management.<\/p>\n","protected":false},"excerpt":{"rendered":"Trilogy Capital, a hybrid registered investment advisor based in Irvine, Calif., has struck its largest deal of the&hellip;\n","protected":false},"author":2,"featured_media":624622,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[138,246,111,139,69,244,245],"class_list":["post-624621","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-new-zealand","tag-newzealand","tag-nz","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/624621","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=624621"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/624621\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/624622"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=624621"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=624621"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=624621"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}