TRIUNE FINANCIAL PARTNERS, LLC

RIASEC RegisteredEst. 2010
Total AUM
$1.5B
Discretionary
$1.2B
81% of AUM
Avg account
$589K
Accounts
2,584
Employees
24
Advisory reps
17

Firm details

Headquarters
OVERLAND PARK, Kansas
CRD number
152277
Registered since
January 8, 2010
Website
www.triunefp.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI68.86%
  • Pension & Profit Sharing Plans18.64%
  • Individuals12.04%
  • Corporations / Businesses0.43%
  • Charitable Organizations0.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Triune Financial Partners, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2010. The firm acts as a capital allocator for both individual/family and institutional clients and combines traditional wealth management with insurance brokerage capabilities. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and client education through publications and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 5%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Contacts

3 of 17

  • Bryce Miller

    Portfolio TraderCRD 6958180

  • THOMAS ELMS

    Financial Life PlannerCRD 6950605

  • John Scherschligt

    Retirement Plan AssociateCRD 7861667

Unlock 14 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 25

Active vs passive

$409M in ETFs

Passive

8%

$33.1M

Active

92%

$376M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$143M3,684,95135.01%
Unlock additional holdings →

Location

Primary office

OVERLAND PARK, KS

JOHNSON

Location

OVERLAND PARK, KS

Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
Ii College Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

SUNESIS ADVISORS, LLC

RIA

OVERLAND PARK, KS

AUM $1.5BTEAM 8REPS 4

FCI ADVISORS

RIA

OVERLAND PARK, KS

AUM $1.5BTEAM 22REPS 15

CALIBER WEALTH MANAGEMENT, LLC

RIA

OVERLAND PARK, KS

AUM $1.8BTEAM 24REPS 17

LEXAURUM ADVISORS

RIA

OVERLAND PARK, KS

AUM $1.3BTEAM 50REPS 34

KEEN WEALTH ADVISORS

RIA

OVERLAND PARK, KS

AUM $1.2BTEAM 30REPS 21

DEAN CAPITAL MANAGEMENT

RIA

OVERLAND PARK, KS

AUM $1.1BTEAM 6REPS 7
More RIAs in OVERLAND PARK →All Kansas RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth