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TRINITY FINANCIAL ADVISORS LLC
CRD 133191File 801-81196
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.