TRINITY LEGACY PARTNERS, LLC

RIASEC RegisteredEst. 2017

Total AUM

$521M

Discretionary

$514M

99% of AUM

Avg account

$577K

Accounts

904

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 159179
Registered since: May 24, 2017
Website: trinitylegacy.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.81%
Individuals11.45%
Pooled Investment Vehicles2.71%
Charitable Organizations0.9%
Corporations / Businesses0.12%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Trinity Legacy Partners, LLC is an independent registered investment adviser formed as an LLC in 2017 that serves individuals, families and select institutional clients. The firm combines discretionary portfolio management with financial planning and consulting work for small businesses and pension plan-related matters. Fee arrangements are flexible — percentage of AUM, hourly and fixed fees — which supports both ongoing advisory relationships and project-based engagements. On the public markets side the firm leans heavily on pooled public vehicles and bond exposure, with a meaningful allocation to mutual funds and ETFs alongside individual equity positions. Trinity Legacy does not self-identify as an active ESG investor and does not operate as a multi-state capital allocator. In addition to public market strategies, the firm maintains direct exposure to private placements and corporate debt and sponsors at least one private hedge fund, so alternatives are an explicit part of its toolkit to complement core public holdings.