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, 1 office, and 904 accounts.
Assets Under Management
$521M
Employees
7
Offices
1 office
Total Clients
360
Primary office
HOUSTON, TX
24 GREENWAY PLAZA, SUITE 546, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
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
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.
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%)
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%)
* 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.