Fee-only adviser · Windham, NH
Trinexus Capital, LLC
Trinexus Capital, LLC is a fee-only investment adviser registered with the securities regulator of New Hampshire, with its main office in Windham, New Hampshire. On its latest Form ADV, filed March 24, 2026, it reports $17M in regulatory assets under management, 9 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: New Hampshire |
|---|---|
| Firm CRD number | 298365 |
| Office | 115 Indian Rock Road #6 Windham, NH 03087 |
| Phone | (603) 260-3291 |
| Website | trinexuscapital.com |
| Regulatory assets under management | $17M ($16M discretionary) |
| Individual clients | 0 non-high-net-worth, 9 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Windham
- Financial Management Associates, LLC $136M
- Northstar Financial Planning, LLC $276M
- Sunflower Financial Planning, LLC $9.3M
See all 4 fee-only advisers in Windham →
Nearby
- Salem 2 firms
- Derry 1 firm
- Nashua 3 firms
- Tyngsboro 2 firms
- Haverhill 1 firm
- Andover 7 firms
- North Andover 6 firms
- Tewksbury 1 firm
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