Investment adviser · CRD 151721
TRINITY PORTFOLIO ADVISORS, LLC
Investment adviser filing (IA)
SOUTHLAKE, TX, United States · Form ADV filed Jul 17, 2026
- Regulatory AUM
- $531M Form ADV · Item 5.F
- Client accounts
- 1,422 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 98 | $360,099,883 | 67.9% |
| Individuals | 441 | $98,924,607 | 18.6% |
| Retirement plans | 82 | $70,612,323 | 13.3% |
| Charities | Fewer than 5 | $900,000 | 0.2% |
Filing source
Form ADV 2120285 · Jul 17, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
121 COUNTRYSIDE COURT, SUITE 140SOUTHLAKE, TX, 76092, United States
CRD 151721
Filing source
Form ADV 2120285 · Jul 17, 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.