Trinity Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated April 24, 2026, reports $126M in regulatory assets under management, 4 employees, and 96 accounts.
Assets Under Management
$126M
Employees
4
Offices
--
Total Clients
50
Primary office
FORT WORTH, TX
201 MAIN STREET, SUITE 1198, FORT WORTH, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.0% of total clients.
Top client categories% of clientsClients
1
Individuals
64.0%
32
2
HNWI
22.0%
11
3
Charitable
12.0%
6
4
Corporations
2.0%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$126Mas of April 24, 2026
Discretionary85.1%
$107M
85% of total RAUM85.1%
Non-discretionary14.9%
$19M
15% of total RAUM14.9%
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$126M
Total Accounts96
10Y AUM Change+$1M (+0.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee13:1
10Y Employee Change-5 (-55.6%)
* 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.