Firm profile

Trinity Legacy Partners, LLC

HOUSTON, TXCRD 159179Registration Status: ApprovedEffective since May 24, 2017SEC # 801-110643Latest ADV March 27, 2026

Trinity Legacy Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 27, 2026, reports $521M in regulatory assets under management, 7 employees, 2 offices, and 904 accounts.

Assets Under Management
$521M
Employees
7
Offices
2 offices
Total Clients
360

Associated firm names

1 name listed
  • TRINITY LEGACY PARTNERS, LLC

Leadership

2 roles identified
CEOJohn P. Wilkinson
CCOJohn P. Wilkinson

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

HOUSTON, Texas, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Texas

HOUSTONPrimary office · THE WOODLANDS

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$521Mas of March 27, 2026
Discretionary98.6%
$514M
99% of total RAUM98.6%
Non-discretionary1.4%
$7M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentIndividuals represent 61.7% of total clients.
Top client categories% of clientsClients
1
Individuals
61.7%
222
2
HNWI
37.2%
134
3
Corporations
0.6%
2
4
Pooled Investment Vehicles
0.3%
1
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$521M
Total Accounts904
10Y AUM Change+$404M (+343.2%)

Private Funds

Private funds reported by Trinity Legacy Partners, LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee51:1
10Y Employee Change+3 (+75.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
JOHN PAUL WILKINSONDirect owner · Schedule AInterest in TRINITY LEGACY PARTNERS, LLC
25% to < 50%
POM ASSET MANAGEMENT, LPDirect owner · Schedule AInterest in TRINITY LEGACY PARTNERS, LLC
25% to < 50%
LIFETREE FINANCIAL, LLCDirect owner · Schedule AInterest in TRINITY LEGACY PARTNERS, LLC
< 5%
ANTHONY LAURENCE GARCIADirect owner · Schedule AInterest in TRINITY LEGACY PARTNERS, LLC
< 5%
JOHN JOSEPH HUNTERDirect owner · Schedule AInterest in TRINITY LEGACY PARTNERS, LLC
< 5%
Campbell Stuart GibsonDirect owner · Schedule AInterest in TRINITY LEGACY PARTNERS, LLC
< 5%
Silvia M. ZwickDirect owner · Schedule AInterest in TRINITY LEGACY PARTNERS, LLC
< 5%
RAWSON CHILDREN'S TRUSTIndirect owner · Schedule BInterest in RDKB RAWSON, LP
75%+
LARRY BRECK BELLIndirect owner · Schedule BInterest in LIFETREE FINANCIAL, LLC
50% to < 75%
LAURI ANN BELLIndirect owner · Schedule BInterest in LIFETREE FINANCIAL, LLC
50% to < 75%
RDKB RAWSON, LPIndirect owner · Schedule BInterest in POM ASSET MANAGEMENT, LP
25% to < 50%
R & D RAWSON, LPIndirect owner · Schedule BInterest in POM ASSET MANAGEMENT, LP
25% to < 50%
DAWN RAWSON DECLARATION OF TRUST LIMITED PARTNERIndirect owner · Schedule BInterest in R & D RAWSON, LP
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Trinity Legacy Partners, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-03-27 · Schedules A and B

13 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1JOHN PAUL WILKINSONMEMBER/CHIEF COMPLIANCE OFFICER/ CHIEF EXECUTIVE OFFICERIndividualTRINITY LEGACY PARTNERS, LLC25% to less than 50%Code CYesMEMBER/CHIEF COMPLIANCE OFFICER/ CHIEF EXECUTIVE OFFICER09/2011Schedule APDF page 23
2LIFETREE FINANCIAL, LLCPARTNER/MEMBERDomestic entityTRINITY LEGACY PARTNERS, LLCLess than 5%Code NAYesPARTNER/MEMBER03/2014Schedule APDF page 23
3ANTHONY LAURENCE GARCIAMEMBER/PORTFOLIO ANALYSTIndividualTRINITY LEGACY PARTNERS, LLCLess than 5%Code NANoMEMBER/PORTFOLIO ANALYST12/2017Schedule APDF page 23
4JOHN JOSEPH HUNTERMEMBER/DIRECTORIndividualTRINITY LEGACY PARTNERS, LLCLess than 5%Code NANoMEMBER/DIRECTOR12/2019Schedule APDF page 23
5POM ASSET MANAGEMENT, LPPARTNER/MEMBERDomestic entityTRINITY LEGACY PARTNERS, LLC25% to less than 50%Code CYesPARTNER/MEMBER01/2024Schedule APDF page 23
6Campbell Stuart GibsonSHAREHOLDERIndividualTRINITY LEGACY PARTNERS, LLCLess than 5%Code NANoSHAREHOLDER01/2026Schedule APDF page 23
7Silvia M. ZwickSHAREHOLDERIndividualTRINITY LEGACY PARTNERS, LLCLess than 5%Code NANoSHAREHOLDER01/2026Schedule APDF page 23
8LARRY BRECK BELLOWNERIndividualLIFETREE FINANCIAL, LLC50% to less than 75%Code DYesOWNER03/2014Schedule BPDF page 24
9LAURI ANN BELLOWNERIndividualLIFETREE FINANCIAL, LLC50% to less than 75%Code DYesOWNER03/2014Schedule BPDF page 24
10RDKB RAWSON, LPMEMBERDomestic entityPOM ASSET MANAGEMENT, LP25% to less than 50%Code CYesMEMBER05/2023Schedule BPDF page 24
11R & D RAWSON, LPMEMBERDomestic entityPOM ASSET MANAGEMENT, LP25% to less than 50%Code CYesMEMBER05/2023Schedule BPDF page 24
12RAWSON CHILDREN'S TRUSTMEMBERDomestic entityRDKB RAWSON, LP75% or moreCode EYesMEMBER01/2024Schedule BPDF page 24
13DAWN RAWSON DECLARATION OF TRUST LIMITED PARTNERLIMITED PARTNERDomestic entityR & D RAWSON, LP25% to less than 50%Code CYesLIMITED PARTNER01/2024Schedule BPDF page 24

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/27/2026 1:18:30 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.