# Trinity Investment Advisors, LLC

> 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.

- CRD: 141039
- Filed as: TRINITY INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Chester, PA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141039
- AdvisorCensus page: https://advisorcensus.com/firm/trinity-investment-advisors-llc-west-chester-pa-141039

## Quick answers

**How is Trinity Investment Advisors, LLC compensated?**
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).

**How much does Trinity Investment Advisors, LLC charge?**
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.

**Where is Trinity Investment Advisors, LLC located?**
Trinity Investment Advisors, LLC's principal office is in West Chester, PA, according to its Form ADV.

**Is Trinity Investment Advisors, LLC registered with the SEC or a state?**
Trinity Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 141039.

**How much does Trinity Investment Advisors, LLC manage?**
Trinity Investment Advisors, LLC reports $388,246,434 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Trinity Investment Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Trinity Investment Advisors, LLC serve?**
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).

**Does Trinity Investment 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/141039

**What changed in Trinity Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $342,429,756 to $388,246,434 (+13%).

## 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 18, 2026)

- Asset-based fee: 0.25% to 0.6% a year (a range, as the brochure states it)

> The asset based fee ranges from 0.25% to 0.60% of total plan assets.

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

### Regulatory assets under management (Item 5.F)
- Total: $388,246,434
- Discretionary: $388,246,434
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 34 | $388,246,434 |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 2006 (20 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [trinityadvisorsgroup.com](https://trinityadvisorsgroup.com)
- LinkedIn @TRINITY-ADVISORS-GROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $207,400,000 | 3 | March 26, 2021 |
| October 2022 | $261,593,184 | 3 | March 31, 2022 |
| October 2023 | $261,593,184 | 3 | March 31, 2022 |
| October 2024 | $300,990,891 | 3 | April 24, 2024 |
| October 2025 | $342,429,756 | 3 | June 3, 2025 |
| October 2026 | $388,246,434 | 3 | March 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $342,429,756 to $388,246,434 (+13%).

### January 2026
- No longer registered or notice-filed in NJ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trinity Investment Advisors, LLC (CRD 141039): Form ADV filing data as of October 2026.