Data / Investment advisers / Pennsylvania / Trinity Investment Advisors, LLC
Trinity Investment Advisors, LLC, West Chester, PA: $388 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Trinity Investment Advisors, LLC is an SEC registered investment adviser with its main office in West Chester, Pennsylvania and reports $388 million in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Trinity Investment Advisors, LLC (CRD number 141039): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 141039
- SEC file number
- 801-66958
- SEC status
- Approved, effective June 30, 2006
- Main office
- 136 North Church, West Chester, PA 19380
- Phone
- (610) 344-9300
- Regulatory AUM
- $388,246,434 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $388,246,434
- Accounts
- 34
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 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 |
|---|---|---|
| Pension and profit sharing plans | 34 | $388.2 million |
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 | $388.2 million | March 18, 2026 |
| December 1, 2025 | $342.4 million | June 3, 2025 |
Other advisers in West Chester
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Key Financial, Inc. | West Chester | $2.84 billion | Not listed | adviserinfo.sec.gov |
| Veery Capital, LLC | West Chester | $971.4 million | Not listed | adviserinfo.sec.gov |
| Market Street Wealth Management | West Chester | $837 million | Not listed | adviserinfo.sec.gov |
| Wealthcare Capital Partners, LLC | West Chester | $407.4 million | Not listed | adviserinfo.sec.gov |
| Financial Coach | West Chester | $397.3 million | Not listed | adviserinfo.sec.gov |
| Ballast Financial Advisors, LLC | West Chester | $342.6 million | Not listed | adviserinfo.sec.gov |
| Marquette Associates, Inc. | West Chester | $315.7 million | Not listed | adviserinfo.sec.gov |
| Stonecrop Wealth Advisors, LLC | West Chester | $299.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Chester, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Trinity Investment Advisors, LLC on the SEC's adviser search
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.