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TRINITY FINANCIAL ADVISORS LLC
CRD 133191File 801-81196
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$670.0M
Above cohort median (national)
Discretionary AUM
$668.5M
Non-discretionary $1.5M
Clients
210
1,139 accounts
Employees
9
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 1, 2015
- Principal office
- 760 COMMUNICATIONS PARKWAY, SUITE 200, COLUMBUS, OH, 43214
- Phone
- 614-848-7667
- Website
- HTTP://WWW.TFADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $670.0M
- Discretionary AUM
- $668.5M
- Non-discretionary AUM
- $1.5M
- Discretionary accounts
- 1,137
- Non-discretionary accounts
- 2
- Total accounts
- 1,139
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $316K |
| High net worth individuals | 141 | $637.0M |
| Individuals (other than high net worth individuals) | 67 | $32.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | Clients | 202 | 210 | increased by8 |
| Apr 1, 2026 | AUM | $580,435,839 | $669,993,827 | increased by$89,557,988 |
| Apr 1, 2026 | Accounts | 1,077 | 1,139 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 8 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 172 | 202 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $360,574,741 | $580,435,839 | increased by$219,861,098 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 853 | 1,077 | increased by224 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 147 | 172 | increased by25 |
| Apr 1, 2022 | AUM | $286,168,032 | $360,574,741 | increased by$74,406,709 |
| Apr 1, 2022 | Accounts | 733 | 853 | increased by120 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRINITY FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRINITY FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.