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TRINITY INVESTMENT MANAGEMENT, LLC
CRD 133873File 801-67457
APPROVED
Retail clients
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$126.2M
Bottom 25% of cohort (national)
Discretionary AUM
$107.4M
Non-discretionary $18.9M
Clients
50
96 accounts
Employees
5
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 5, 2007
- Principal office
- 201 MAIN STREET, SUITE 1198, FORT WORTH, TX, 76102
- Phone
- 817-874-2700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $126.2M
- Discretionary AUM
- $107.4M
- Non-discretionary AUM
- $18.9M
- Discretionary accounts
- 95
- Non-discretionary accounts
- 1
- Total accounts
- 96
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $25K |
| Charitable organizations | 6 | $97.5M |
| High net worth individuals | 11 | $21.2M |
| Individuals (other than high net worth individuals) | 32 | $7.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.