Trilogy Capital Acquires $1 Billion RIA Mountain Capital Investment Advisors
Trilogy Capital, Inc., a wealth management firm based in California with operations across the U.S., has acquired Mountain Capital Investment Advisors, an SEC-registered independent registered investment advisor (RIA) headquartered in Colorado. The acquisition marks Trilogy's largest deal of the year and its eleventh office location, expanding its presence into its second market in Colorado. Mountain Capital, founded by Brandt Burns in 2011, has $1 billion under management and specializes in serving aviation professionals alongside individual and family clients. It will retain its brand identity while integrating with Trilogy's broader resources such as tax preparation and consulting services through Trilogy Tax & Consulting LLC. The move is expected to enhance client offerings without disrupting existing operations. Trilogy emphasized the cultural alignment between both firms, highlighting shared values in fiduciary advice and long-term relationships. This acquisition supports Trilogy’s strategy of strategic growth via advisor development and partnerships that align with its vision for enterprise value.
Topics: acquisition financial advisory growth strategy wealth management