# TRILOGY CAPITAL, INC.

TRILOGY CAPITAL, INC. of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 281597
- Type: SEC-registered investment adviser
- SEC file number: 801-106922
- Location: 2601 MAIN STREET, SUITE 100, IRVINE, CA, 92614
- Phone: 949-221-8105
- Latest filing: 2026-07-23
- Regulatory AUM: $3.2B
- Discretionary AUM: $2.9B
- Non-discretionary AUM: $264.1M
- Clients: 74
- Accounts: 18,988

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Ralph Motske | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| June Chiyun Adams | CHIEF COMPLIANCE OFFICER | — |
| Allison Brooke White | DIRECTOR OF COMPLIANCE OPERATIONS | — |
| MOTSKE JEFFREY RALPH | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; PRESIDENT | — |
| ADAMS JUNE CHIYUN | CHIEF COMPLIANCE OFFICER | — |
| WHITE ALLISON BROOKE | DIRECTOR OF COMPLIANCE OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281597/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281597/similar
- Related entities: https://search.stillhousedata.com/firm/281597/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281597

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.