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| Keyboard |
| Trinity Portfolio Advisors LLC
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|---|---|
| CRD # | 151721 |
| SEC # | 801-70663 |
| CIK # | 0001467369 |
| AUM | 530.5 M (2026-03-27) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 817-416-7227 |
| Address | 121 Countryside Court Southlake, TX 76092 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 441 | 98.9 |
| (b) Individuals (high net worth individuals) | 98 | 360.1 |
| (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 | 82 | 70.6 |
| (h) Charitable organizations | 1 | 0.9 |
| (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 | 1,422 | 530.5 |
| By Discretionary | ||
| Discretionary | 1,117 | 459.0 |
| Non-Discretionary | 305 | 71.5 |
| Total | 1,422 | 530.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 530.5 | |
| Total | 1,422 | 530.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 50 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Consultiva Wealth Management Corp
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White Pine Investment Company
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Titan Retirement Advisors LLC
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Rosecap Investment Advisors LLC
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CO | 527.5 M |
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Northern Capital Management Inc
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|
Retirement Wellness Group LLC
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Alaethes Wealth LLC
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526.4 M |