# Triune Financial Partners, LLC

> Triune Financial Partners, LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 152277
- Filed as: TRIUNE FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152277
- AdvisorCensus page: https://advisorcensus.com/firm/triune-financial-partners-llc-overland-park-ks-152277

## Quick answers

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

**How much does Triune Financial Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $100 (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Triune Financial Partners, LLC located?**
Triune Financial Partners, LLC's principal office is in Overland Park, KS, according to its Form ADV.

**Is Triune Financial Partners, LLC registered with the SEC or a state?**
Triune Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 152277.

**How much does Triune Financial Partners, LLC manage?**
Triune Financial Partners, LLC reports $1,521,867,237 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (81% discretionary).

**How have Triune Financial Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Triune Financial Partners, LLC: Regulatory assets under management: $832,440,141 in the October 2021 data and $1,521,867,237 in the October 2026 data, up 83%. Total employees: 18 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Triune Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (419); high net worth individuals (351); pension and profit sharing plans (but not the plan participants or government pension plans) (128).

**Which custodians does Triune Financial Partners, LLC use?**
Triune Financial Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Triune Financial 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/152277

**What changed in Triune Financial Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 13 to 11. Regulatory assets under management went from $1,299,182,909 to $1,521,867,237 (+17%).

## 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)

- Flat fee: $100 (Financial Planning)

> Our Financial Planning fees are calculated and charged on either an hourly or fixed fee basis, typically ranging from $100 to $25,000, depending on the specific arrangement reached with the client.

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.
- Fidelity Brokerage Services LLC

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: $1,521,867,237
- Discretionary: $1,238,238,404
- Non-discretionary: $283,628,833

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 419 | $183,182,123 |
| High net worth individuals | 351 | $1,047,960,338 |
| 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) | 128 | $283,628,833 |
| Charitable organizations | 1 | $542,772 |
| 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 | 3 | $6,553,171 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 24 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MI, MN, MO, NC, NE, NH, NY, OH, OK, PA, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- triunefp.com
- LinkedIn @triune-financial-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $832,440,141 | 18 | March 30, 2021 |
| October 2022 | $1,033,158,432 | 23 | March 29, 2022 |
| October 2023 | $939,728,613 | 22 | September 6, 2023 |
| October 2024 | $1,132,184,487 | 24 | March 29, 2024 |
| October 2025 | $1,299,182,909 | 24 | March 20, 2025 |
| October 2026 | $1,521,867,237 | 24 | March 27, 2026 |

Regulatory assets under management: $832,440,141 in the October 2021 data and $1,521,867,237 in the October 2026 data, up 83%.
Total employees: 18 in October 2021 and 24 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 13 to 11.
- Regulatory assets under management went from $1,299,182,909 to $1,521,867,237 (+17%).

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triune Financial Partners, LLC (CRD 152277): Form ADV filing data as of October 2026.