Trinity Financial Advisors LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 133191
- Registered since
- April 1, 2015
- Website
- www.tfadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.07%
- Individuals4.88%
- Corporations / Businesses0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Trinity Financial Advisors LLC is an independent RIA organized as an LLC and registered with the SEC since 2015. The firm operates as a capital allocator for both individual and family clients as well as institutional investors. Its fee model combines AUM-based fees with fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. Trinity does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Private Funds23%
- Investment Grade Corp Bonds14%
- Exchange Traded Equities12%
- Cash & Cash Equivalents2%
Contacts
3 of 7
Joshua Shaffer
Investment Adviser RepresentativeCRD 5351641
Anthony Calvino
Financial AdvisorCRD 7154481
Geoffrey Biehn
PresidentCRD 4873865
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$276M in ETFs
46%
$126M
52%
$150M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $44M | 58,809 | 15.96% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 760 Communications Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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