Investment adviser · CRD 133191

TRINITY FINANCIAL ADVISORS LLC

Investment adviser filing (IA)

COLUMBUS, OH, United States · Form ADV filed Apr 29, 2026

Regulatory AUM
$670M
Form ADV · Item 5.F
Client accounts
1,139
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals141$636,955,64495.1%
Individuals67$32,722,4964.9%
Corporations & businessesFewer than 5$315,6870.0%
Filing source

Form ADV 2101179 · Apr 29, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TRINITY FUND I, LLCPrivate Equity Fund · Last reported Apr 29, 2026$1.55MGross asset value

Form D fundraising filings

Trinity Fund I, LLC

Auditor CLARK SCHAEFER HACKETT CINCINNATI, Ohio, United States
Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CLARK SCHAEFER HACKETT
PCAOB 539

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-5765318651
Reported beneficial owners
21
Minimum commitment
$100K
Form D file number
021-526987

Form ADV 2101179 · Apr 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 29, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

760 COMMUNICATIONS PARKWAY, SUITE 200
COLUMBUS, OH, 43214, United States

CRD 133191

Filing source

Form ADV 2101179 · Apr 29, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.