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Jason Inglis

$4.3bn PE-backed Trilogy names new recruiting head

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February 25, 2025
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Private equity-backed hybrid RIA Trilogy Financial Services has hired a new top advisor recruiter.

The $4.3bn wealth manager has brought aboard Jason Inglis to serve as its chief development officer. Inglis, who started working at Irvine, Calif.-based Trilogy on Monday, will report to chief executive Jeff Motske.

‘They’re already successful and growing,’ Inglis said of Trilogy. ‘The thought is that I can come in and really help us speed up a little bit. It’s not a monumental lift. It really is being part of a team and really being in a position to compete. There’s a lot of private equity in there, there’s a lot of advisor movement, and you need scale to compete.’  Read More.

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The Advantages of a Buy-Sell Agreement for Business Transitions

By Trilogy Financial
September 18, 2018

Businesses with more than one owner face unique challenges in planning for the future. A buy-sell agreement is an arrangement between business partners to govern potential ownership transitions, including the “four Ds”: death, disability, divorce and disagreement.

One of the advantages of a buy-sell agreement is that can protect the company and the remaining owners by outlining how the departing owner’s shares are handled.

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Trilogy Capital Acquires Mountain Capital Investment Advisors With More Than $1 Billion In Client Assets

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October 20, 2026

Trilogy Capital acquired Mountain Capital Investment Advisors, an independent registered investment advisor based in Westminster, Colorado, with more than $1 billion in total client assets. The transaction represents Trilogy’s largest acquisition of 2026 and expands the wealth management firm to 11 office locations, including two in Colorado.

Mountain Capital has operated independently for approximately 15 years after being founded in 2011 by U.S. Marine Corps veteran and former airline pilot Brandt Burns. The firm serves individuals, families, and small businesses, with a particular specialization in financial planning for aviation professionals.

Its team includes current and former pilots, airline executives, and other aviation industry professionals who provide financial guidance informed by their industry experience.

Mountain Capital will retain its existing brand, leadership team, advisors, and employees following the transaction.

The company also provides tax preparation and consulting services, including….read more.

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