Data / Investment advisers / Ohio / Trinity Financial Advisors LLC
Trinity Financial Advisors LLC, Columbus, OH: $670 million AUM, SEC registered investment adviser
Trinity Financial Advisors LLC is an SEC registered investment adviser with its main office in Columbus, Ohio and reports $670 million in regulatory assets under management in its Form ADV filed April 29, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 133191
- SEC file number
- 801-81196
- SEC status
- Approved, effective April 1, 2015
- Main office
- 760 Communications Parkway Suite 200, Columbus, OH 43214
- Phone
- (614) 848-7667
- Website
- tfadvisors.com
- Regulatory AUM
- $669,993,827 in the Form ADV filed April 29, 2026
- Discretionary AUM
- $668,454,566
- Non discretionary AUM
- $1,539,261
- Accounts
- 1,139
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $1,546,897
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 141 | $637 million |
| Individuals (other than high net worth individuals) | 67 | $32.7 million |
| Corporations or other businesses | 2 | $315,687 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $670 million | March 24, 2026 |
| December 1, 2025 | $580.4 million | August 13, 2025 |
Other advisers in Columbus
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Asendo Wealth Advisory | Columbus | $866.5 million | Not listed | adviserinfo.sec.gov |
| G2 Capital Management, LLC | Columbus | $756.5 million | 1 | adviserinfo.sec.gov |
| Waller Financial Planning Group, Inc. | Columbus | $747.8 million | Not listed | adviserinfo.sec.gov |
| John E. Sestina and Company | Columbus | $744 million | Not listed | adviserinfo.sec.gov |
| Signature Equity Partners, LLC | Columbus | $688.1 million | Not listed | adviserinfo.sec.gov |
| Peak Retirement Planning, Inc. | Columbus | $631 million | Not listed | adviserinfo.sec.gov |
| Gerber, LLC | Columbus | $592.1 million | Not listed | adviserinfo.sec.gov |
| Keidan Financial Consultants LLC | Columbus | $574.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Columbus, OH
- Investment advisers in Ohio
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Trinity Financial Advisors LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.