James Gunther Oury

Employer firm

Trilogy Capital, Inc. CRD 281597

$3.21B regulatory AUM 60 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → Present
  Trilogy Capital, Inc.
  Huntington Beach, CA
• 06/2020 → 03/2026
  Trilogy Financial Services
  Denver, CO
• 06/2016 → 06/2020
  Colorado State University
  Fort Collins, CO
• 04/2026 → Present
  Trilogy Financial Services
  Denver, CO

Other Businesses

2021- Trilogy Financial Services Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Trilogy Financial Services Inc - life, accident & health insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-28

Other Names

• Gunner Oury