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| Trinity Financial Advisors LLC
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| |
|---|---|
| CRD # | 133191 |
| SEC # | 801-81196 |
| CIK # | 0001809574 |
| AUM | $487.3 MM (2024-03-10) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 614-848-7667 |
| Address | 760 Communications Parkway Columbus, OH 43214 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| OBDC | 10.5 | ||
| AAPL | 2,382,844.0 | 6.2 | |
| JPM | 340,169.2 | 3.8 | |
| FI | 2.9 | ||
| NVDA | 399,550.0 | 2.8 | |
| MSFT | 1,918,222.4 | 1.8 | |
| WFC | 152,296.4 | 1.4 | |
| XOM | 385,508.3 | 1.2 | |
| COST | 207,576.9 | 1.0 | |
| GOOG | 1,482,566.4 | 0.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 24.5 |
| (b) Individuals (high net worth individuals) | 120 | 462.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 982 | 487.3 |
| By Discretionary | ||
| Discretionary | 980 | 485.9 |
| Non-Discretionary | 2 | 1.4 |
| Total | 982 | 487.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 487.3 | |
| Total | 982 | 487.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001809574] |
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