Data / Investment advisers / Kansas / Triune Financial Partners, LLC
Triune Financial Partners, LLC, Overland Park, KS: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Triune Financial Partners, LLC is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $1.5 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Triune Financial Partners, LLC (CRD number 152277): 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
- 152277
- SEC file number
- 801-70960
- SEC status
- Approved, effective January 8, 2010
- Main office
- Lighton Plaza II 7400 College Blvd, Suite 300, Overland Park, KS 66210
- Phone
- (913) 825-6100
- Regulatory AUM
- $1,521,867,237 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $1,238,238,404
- Non discretionary AUM
- $283,628,833
- Accounts
- 2,584
- Employees
- 24, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 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 | 351 | $1.05 billion |
| Pension and profit sharing plans | 128 | $283.6 million |
| Individuals (other than high net worth individuals) | 419 | $183.2 million |
| Corporations or other businesses | 3 | $6.6 million |
| Charitable organizations | 1 | $542,772 |
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 | $1.52 billion | March 27, 2026 |
| December 1, 2025 | $1.30 billion | November 12, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Creativeone Wealth, LLC | Overland Park | $6.25 billion | Not listed | adviserinfo.sec.gov |
| Two West Capital Advisors LLC | Overland Park | $3.89 billion | Not listed | adviserinfo.sec.gov |
| Mariner | Overland Park, | $2.77 billion | Not listed | adviserinfo.sec.gov |
| Creativeone Securities, LLC | Overland Park | $2.54 billion | Not listed | adviserinfo.sec.gov |
| Caliber Wealth Management, LLC | Overland Park | $1.76 billion | Not listed | adviserinfo.sec.gov |
| Sunesis Advisors, LLC | Overland Park | $1.48 billion | Not listed | adviserinfo.sec.gov |
| Fci Advisors | Overland Park | $1.47 billion | Not listed | adviserinfo.sec.gov |
| Lexaurum Advisors | Overland Park | $1.27 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Triune Financial Partners, 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.