The TRINITY FINANCIAL ADVISORS is a privately held investment adviser that advises $671.54mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. TRINITY FINANCIAL ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 134.67% over the last 5-years.
The Group has been registered with the SEC for 11.38 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 760 COMMUNICATIONS PARKWAY SUITE 200, COLUMBUS, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 6 investment and 3 non-investment staff. The total number of Employees increased by 125% over the last 5-years.
Their $671.54mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $636.96mn or 94.85% of Total Assets and Individuals own $32.72mn or 4.87% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $1.55mn in assets.
The Group discloses fixed fees and management fees.
TRINITY FINANCIAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.