TRINITY FINANCIAL ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$669,993,827
Discretionary
$668,454,566
Non-discretionary
$1,539,261
Firm details
- CRD number
- 133191
- SEC file number
- 801-81196
- Main office
- COLUMBUS, OH, United States
- Employees
- 9
- SEC status
- Approved
- Website
- HTTP://WWW.TFADVISORS.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.