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 registered investment adviser organized as an LLC and SEC-registered since 2015. The firm operates as a capital allocator for both individual and family clients as well as institutional accounts, charging a mix of percentage-of-AUM and fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside managers. The firm does not position itself as an ESG-focused allocator. Trinity identifies as owner-operated (individual owner) and reports activity as an independent RIA. It received recognition from FA Magazine 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 6JOSHUA 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 32Active vs passive
$248M in ETFs
45%
$111M
53%
$137M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $38.5M | 59,052 | 15.52% |
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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