← Back to searchVisit website
TRINITY FINANCIAL ADVISORS LLC
CRD 133191 · SEC 801-81196
760 COMMUNICATIONS PARKWAY, SUITE 200, COLUMBUS, OH, 43214, United States
Phone
614-848-7667
Fax
614-848-7661
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$670.0M
Discretionary AUM
$668.5M
Team
9 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $32.7M |
| High net worth individuals | 141 | $637.0M |
| Corporations/business entities | 2 | $316K |
States served
OH, TX
All web addresses on file
Official SEC filing: View on IAPD