{
  "crd_number": 141039,
  "slug": "trinity-investment-advisors-llc-west-chester-pa-141039",
  "primary_business_name": "TRINITY INVESTMENT ADVISORS, LLC",
  "legal_name": "TRINITY INVESTMENT ADVISORS, LLC",
  "dbas": [],
  "city": "West Chester",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-06-30",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 388246434.0,
  "raum_discretionary": 388246434.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 388246434.0,
      "count": 34
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE",
    "PA"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/TRINITY-ADVISORS-GROUP",
    "https://trinityadvisorsgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141039",
  "city_as_filed": "WEST CHESTER",
  "url": "https://advisorcensus.com/firm/trinity-investment-advisors-llc-west-chester-pa-141039",
  "display_name": "Trinity Investment Advisors, LLC",
  "summary": "Trinity Investment Advisors, LLC is an SEC-registered investment advisory firm in West Chester, PA, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Trinity Investment Advisors, LLC (CRD 141039): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Trinity Investment Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Trinity Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Trinity Investment Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 states: Asset-based fee: 0.25% to 0.6% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Trinity Investment Advisors, LLC located?",
      "a": "Trinity Investment Advisors, LLC's principal office is in West Chester, PA, according to its Form ADV."
    },
    {
      "q": "Is Trinity Investment Advisors, LLC registered with the SEC or a state?",
      "a": "Trinity Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 141039."
    },
    {
      "q": "How much does Trinity Investment Advisors, LLC manage?",
      "a": "Trinity Investment Advisors, LLC reports $388,246,434 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Trinity Investment Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Trinity Investment Advisors, LLC: Regulatory assets under management: $207,400,000 in the October 2021 data and $388,246,434 in the October 2026 data, up 87%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Trinity Investment Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (34)."
    },
    {
      "q": "Does Trinity Investment Advisors, LLC report any disciplinary disclosures?",
      "a": "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/141039"
    },
    {
      "q": "What changed in Trinity Investment Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $342,429,756 to $388,246,434 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 207400000.0,
      "total_employees": 3,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 261593184.0,
      "total_employees": 3,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 261593184.0,
      "total_employees": 3,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 300990891.0,
      "total_employees": 3,
      "filing_date": "2024-04-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 342429756.0,
      "total_employees": 3,
      "filing_date": "2025-06-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 388246434.0,
      "total_employees": 3,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $342,429,756 to $388,246,434 (+13%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NJ."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 0.6% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 0.6% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The asset based fee ranges from 0.25% to 0.60% of total plan assets."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        0.6
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The asset based fee ranges from 0.25% to 0.60% of total plan assets."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/trinity-investment-advisors-llc-west-chester-pa-141039.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 34,
      "fewer_than_5": false,
      "raum": 388246434.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141039",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}