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, owner-operated registered investment adviser that began SEC registration in 2015. The firm operates as a limited liability company and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Fee arrangements include both percentage-of-assets and fixed-fee engagements. Trinity is not identified as an active ESG investor and was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 6
Kristina Green
Financial AdvisorCRD 7065537
Benjamin Hartings
Partner, Senior Vice PresidentCRD 6162027
Geoffrey Biehn
Founder & PresidentCRD 4873865
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$278M in ETFs
45%
$126M
53%
$152M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $42.9M | 56,103 | 15.45% |
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
Similar firms
Signature Equity Partners, LLC
RIAColumbus, OH
Peak Retirement Planning, Inc.
RIAColumbus, OH
John E. Sestina and Company
RIAColumbus, OH
Waller Financial Planning Group, Inc.
RIAColumbus, OH
G2 Capital Management, LLC
RIAColumbus, OH
Gerber, LLC
RIAColumbus, OH