# Trinity Financial Services, Inc.

> Trinity Financial Services, Inc. is a state-registered investment advisory firm in Bloomfield Hills, MI, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 151051
- Filed as: TRINITY FINANCIAL SERVICES, INC.
- Legal name: Applied Benefit Strategies, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151051
- AdvisorCensus page: https://advisorcensus.com/firm/trinity-financial-services-inc-bloomfield-hills-mi-151051

## Quick answers

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

**Where is Trinity Financial Services, Inc. located?**
Trinity Financial Services, Inc.'s principal office is in Bloomfield Hills, MI, according to its Form ADV.

**Is Trinity Financial Services, Inc. registered with the SEC or a state?**
Trinity Financial Services, Inc. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 151051.

**How much does Trinity Financial Services, Inc. manage?**
Trinity Financial Services, Inc. reports $91,500,000 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (100% discretionary).

**What types of clients does Trinity Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (93); high net worth individuals (32); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Trinity 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/151051

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $91,500,000
- Discretionary: $91,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 93 | $29,342,000 |
| High net worth individuals | 32 | $46,956,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $3,064,000 |
| Charitable organizations | 3 | $12,138,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2009 (16 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trinityfinancial.services

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trinity Financial Services, Inc. (CRD 151051): Form ADV filing data as of October 2026.