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TRINITY PORTFOLIO ADVISORS, LLC
CRD 151721 · SEC 801-70663
121 COUNTRYSIDE COURT, SUITE 140, SOUTHLAKE, TX, 76092, United States
Phone
817-416-7227
Fax
817-336-5736
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$530.5M
Discretionary AUM
$459.0M
Team
13 total employees; 9 advisory reps; 50 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 441 | $98.9M |
| High net worth individuals | 98 | $360.1M |
| Pension/profit sharing plans | 82 | $70.6M |
| Charitable organizations | 1 | $900K |
States served
CA, CO, LA, NV, NY, NC, OK, OR, PA, SC, TN, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD