# Trinity Legacy Partners, LLC

> Trinity Legacy Partners, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 159179
- Filed as: TRINITY LEGACY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159179
- AdvisorCensus page: https://advisorcensus.com/firm/trinity-legacy-partners-llc-houston-tx-159179

## Quick answers

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

**How much does Trinity Legacy Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $2,500 to $5,000 (Financial Plan); Flat fee: $1,000 (Financial Review); Hourly rate: $250 an hour (portfolio asset allocation consulting and financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Trinity Legacy Partners, LLC located?**
Trinity Legacy Partners, LLC's principal office is in Houston, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Trinity Legacy Partners, LLC registered with the SEC or a state?**
Trinity Legacy Partners, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 159179.

**How much does Trinity Legacy Partners, LLC manage?**
Trinity Legacy Partners, LLC reports $521,173,391 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (99% discretionary).

**How have Trinity Legacy Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Trinity Legacy Partners, LLC: Regulatory assets under management: $282,118,719 in the October 2021 data and $521,173,391 in the October 2026 data, up 85%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trinity Legacy Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (222); high net worth individuals (134); corporations or other businesses not listed above (2).

**Which custodians does Trinity Legacy Partners, LLC use?**
Trinity Legacy Partners, 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 Legacy Partners, 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/159179

**Does Trinity Legacy Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "The Adviser does not require a minimum account size."

**What changed in Trinity Legacy Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $460,391,294 to $521,173,391 (+13%). Employees performing advisory functions went from 7 to 6. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> The Adviser does not require a minimum account size.

- Flat fee: $2,500 to $5,000 (Financial Plan)

> Financial Plan $2,500 to $5,000 fixed fee

- Flat fee: $1,000 (Financial Review)

> Financial Review $1,000 fixed fee

- Hourly rate: $250 an hour (portfolio asset allocation consulting and financial planning)

> The Adviser charges non-investment management clients on an hourly basis for services such as portfolio asset allocation consulting and financial planning. Such fees are $250/hour

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: $521,173,391
- Discretionary: $514,021,781
- Non-discretionary: $7,151,610

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 222 | $59,695,466 |
| High net worth individuals | 134 | $442,015,814 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $14,136,589 |
| Charitable organizations | 1 | $4,690,484 |
| Corporations or other businesses not listed above | 2 | $635,038 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- The Woodlands, TX

### Websites listed on Form ADV (Item 1.I)
- trinitylegacy.com
- trinitylegacypartners.com
- LinkedIn @trinity-legacy-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $282,118,719 | 6 | August 27, 2021 |
| October 2022 | $362,983,882 | 7 | July 29, 2022 |
| October 2023 | $335,365,219 | 7 | March 28, 2023 |
| October 2024 | $379,811,141 | 7 | September 16, 2024 |
| October 2025 | $460,391,294 | 8 | July 7, 2025 |
| October 2026 | $521,173,391 | 7 | March 27, 2026 |

Regulatory assets under management: $282,118,719 in the October 2021 data and $521,173,391 in the October 2026 data, up 85%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $460,391,294 to $521,173,391 (+13%).
- Employees performing advisory functions went from 7 to 6.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trinity Legacy Partners, LLC (CRD 159179): Form ADV filing data as of October 2026.