Trinity Portfolio Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Southlake, TX. Its latest Form ADV filing, dated March 27, 2026, reports $531M in regulatory assets under management, 13 employees, 2 offices, and 1,422 accounts.
Assets Under Management
$531M
Employees
13
Offices
2 offices
Total Clients
622
Primary office
SOUTHLAKE, TX
121 COUNTRYSIDE COURT, SUITE 140, SOUTHLAKE, TX, United States
Top client segmentIndividuals represent 70.9% of total clients.
Top client categories% of clientsClients
1
Individuals
70.9%
441
2
HNWI
15.8%
98
3
Pension Plans
13.2%
82
4
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$531Mas of March 27, 2026
Discretionary86.5%
$459M
87% of total RAUM86.5%
Non-discretionary13.5%
$72M
13% of total RAUM13.5%
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.
Total AUM$531M
Total Accounts1,422
10Y AUM Change+$327M (+160.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee48:1
10Y Employee Change-2 (-13.3%)
* 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.