Trinity Financial Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated April 29, 2026, reports $670M in regulatory assets under management, 9 employees, and 1,139 accounts.
Assets Under Management
$670M
Employees
9
Offices
--
Total Clients
210
Primary office
COLUMBUS, OH
760 COMMUNICATIONS PARKWAY, SUITE 200, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.1% of total clients.
Top client categories% of clientsClients
1
HNWI
67.1%
141
2
Individuals
31.9%
67
3
Corporations
1.0%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$670Mas of April 29, 2026
Discretionary99.8%
$668M
100% of total RAUM99.8%
Non-discretionary0.2%
$2M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$670M
Total Accounts1,139
10Y AUM Change+$504M (+303.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee23:1
10Y Employee Change+7 (+350.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.