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Trilogy targets aviation professionals in largest deal of the year
Trilogy Capital of Irvine, Calif., acquired Mountain Capital Investment Advisors of Westminster, Colo. Mountain Capital has spent 15 years as a standalone SEC-registered investment adviser and has more than $1 billion in total client assets.
The deal, which Trilogy described as its largest of 2026, represents its 11th office and second location in Colorado. The firm also has operations in California, Arizona and Massachusetts.
Brandt Burns, a Marine Corps veteran and former airline pilot, founded Mountain Capital in 2011. The firm serves individuals, families and small businesses, and it specializes in aviation professionals, and its staff includes current or former pilots and airline leaders.
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Trilogy Capital, Inc., an Irvine, California-based wealth management firm, has acquired Mountain Capital Investment Advisors, LLC, a Westminster, Colorado-based registered investment advisor overseeing more than $1 billion in client assets.
The acquisition represents Trilogy’s largest transaction of 2026 and expands its network to 11 offices, including two locations in Colorado.
Financial terms of the transaction were not disclosed.
Mountain Capital has operated as an independent SEC-registered investment advisor for 15 years, providing financial planning, investment management and specialized advisory services to individuals, families and small businesses.
The acquisition strengthens Trilogy’s presence in Colorado….read more.
Trilogy Capital, a hybrid registered investment advisor 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.
The move marks Trilogy’s second office in Colorado and its 11th overall, with a footprint in California, Arizona and Massachusetts.
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.
“Partnering with Trilogy allows us to maintain our firm’s personalized service and expertise, while enhancing additional offerings that matter most to our clients,” Burns said in a statement.
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’s existing Trilogy Tax & Consulting, an affiliated company the firm launched in September.
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Trilogy Capital, an Irvine, Calif.-based wealth management company with more than $5 billion in advisory and brokerage assets, announced it has acquired Mountain Capital Investment Advisors in Westminster, Colo., an advisory firm with more than $1 billion in client assets.
The purchase of Mountain Capital, founded 15 years ago, is Trilogy's largest deal of the year and gives it its second location in Colorado and 11th overall, the company said in a press release today.
“Mountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth,” Jeff Motske, co-founder, president and CEO of Trilogy, said in a prepared statement. “Mountain Capital shares our commitment to long-term client relationships, fiduciary advice, and thoughtful financial planning, so the cultural fit is exceptional. We are very excited to be able to attract high-caliber people to Trilogy.”
Mountain was founded by U.S. Marine Corps veteran and former airline pilot Brandt Burns and his wife Michelle Burns, a former senior manager at United Airlines for 14 years, the press release said. Read more here.
