# Trinity Financial Advisors LLC

> Trinity Financial Advisors LLC is an SEC-registered investment advisory firm in Columbus, OH, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 133191
- Filed as: TRINITY FINANCIAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133191
- AdvisorCensus page: https://advisorcensus.com/firm/trinity-financial-advisors-llc-columbus-oh-133191

## Quick answers

**How is Trinity Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trinity Financial Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Trinity Financial Advisors LLC located?**
Trinity Financial Advisors LLC's principal office is in Columbus, OH, according to its Form ADV.

**Is Trinity Financial Advisors LLC registered with the SEC or a state?**
Trinity Financial Advisors LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 133191.

**How much does Trinity Financial Advisors LLC manage?**
Trinity Financial Advisors LLC reports $669,993,827 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).

**How have Trinity Financial Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Trinity Financial Advisors LLC: Regulatory assets under management: $286,168,032 in the October 2021 data and $669,993,827 in the October 2026 data, up 134%. Total employees: 4 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trinity Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (141); individuals (other than high net worth individuals) (67); corporations or other businesses not listed above (2).

**Which custodians does Trinity Financial Advisors LLC use?**
Trinity Financial Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Trinity Financial Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133191

**What changed in Trinity Financial Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $580,435,839 to $669,993,827 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Minimum annual fee: $10,000

> The Registrant generally imposes a $10,000 minimum annual investment advisory fee for its services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $669,993,827
- Discretionary: $668,454,566
- Non-discretionary: $1,539,261

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $32,722,496 |
| High net worth individuals | 141 | $636,955,644 |
| Corporations or other businesses not listed above | 2 | $315,687 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tfadvisors.com
- LinkedIn @trinity-financial-advisors-llc-tfa
- LinkedIn @geoffreybiehn

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $286,168,032 | 4 | March 25, 2021 |
| October 2022 | $360,574,741 | 5 | March 28, 2022 |
| October 2023 | $399,147,685 | 6 | March 2, 2023 |
| October 2024 | $487,330,733 | 7 | March 10, 2024 |
| October 2025 | $580,435,839 | 8 | March 21, 2025 |
| October 2026 | $669,993,827 | 9 | April 29, 2026 |

Regulatory assets under management: $286,168,032 in the October 2021 data and $669,993,827 in the October 2026 data, up 134%.
Total employees: 4 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $580,435,839 to $669,993,827 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trinity Financial Advisors LLC (CRD 133191): Form ADV filing data as of October 2026.