# Trinity Financial Partners

> Trinity Financial Partners is a state-registered investment advisory firm in Upland, CA, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated March 5, 2026.

- CRD: 136969
- Filed as: TRINITY FINANCIAL PARTNERS
- Legal name: Clover Financial & Insurance Services, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Upland, CA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136969
- AdvisorCensus page: https://advisorcensus.com/firm/trinity-financial-partners-upland-ca-136969

## Quick answers

**How is Trinity Financial Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Trinity Financial Partners reports these compensation arrangements: other.

**Where is Trinity Financial Partners located?**
Trinity Financial Partners' principal office is in Upland, CA, according to its Form ADV.

**Is Trinity Financial Partners registered with the SEC or a state?**
Trinity Financial Partners is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 136969.

**Does Trinity Financial Partners 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/136969

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trinity Financial Partners (CRD 136969): Form ADV filing data as of October 2026.