# Triex Financial Services, Inc.

> Triex Financial Services, Inc. is a state-registered investment advisory firm in Orland Park, IL, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 158822
- Filed as: TRIEX FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orland Park, IL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158822
- AdvisorCensus page: https://advisorcensus.com/firm/triex-financial-services-inc-orland-park-il-158822

## Quick answers

**How is Triex Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Triex Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Triex Financial Services, Inc. located?**
Triex Financial Services, Inc.'s principal office is in Orland Park, IL, according to its Form ADV.

**Is Triex Financial Services, Inc. registered with the SEC or a state?**
Triex Financial Services, Inc. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 158822.

**How much does Triex Financial Services, Inc. manage?**
Triex Financial Services, Inc. reports $1,641,703 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Triex Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); charitable organizations (1).

**Does Triex Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158822

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,641,703
- Discretionary: $1,641,703
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $1,640,995 |
| Charitable organizations | 1 | $708 |

### Advisory services (Item 5.G)
- Market timing services

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- triexfin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triex Financial Services, Inc. (CRD 158822): Form ADV filing data as of October 2026.