OVERLAND PARK, KSCRD 152277Latest ADV March 27, 2026
Triune Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 27, 2026, reports $1.5B in regulatory assets under management, 24 employees, and 2,584 accounts.
Assets Under Management
$1.5B
Employees
24
Offices
--
Total Clients
902
Primary office
OVERLAND PARK, KS
LIGHTON PLAZA II, 7400 COLLEGE BLVD, SUITE 300, OVERLAND PARK, KS, United States
Top client segmentIndividuals represent 46.5% of total clients.
Top client categories% of clientsClients
1
Individuals
46.5%
419
2
HNWI
38.9%
351
3
Pension Plans
14.2%
128
4
Corporations
0.3%
3
5
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 27, 2026
Discretionary81.4%
$1.2B
81% of total RAUM81.4%
Non-discretionary18.6%
$284M
19% of total RAUM18.6%
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$1.5B
Total Accounts2,584
10Y AUM Change+$1.1B (+232.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee38:1
10Y Employee Change+8 (+50.0%)
* 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.