TRINITY FINANCIAL ADVISORS LLC
CRD #133191 SEC #801-81196 COLUMBUS, OH 614-848-7667
SEC Registered Private Funds
Total AUM
$580.4M
Discretionary
$580.4M
Employees
8
Clients
101
Accounts
1,077
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $580.4M | $580.4M | $0 | 8 | 0 |
| Mar 2025 | $580.4M | $580.4M | $0 | 8 | 0 |
| Mar 2025 | $580.4M | $580.4M | $0 | 8 | 0 |
| Oct 2024 | $487.3M | $485.9M | $1.4M | 7 | 0 |
| Mar 2024 | $487.3M | $485.9M | $1.4M | 7 | 0 |
| Mar 2024 | $487.3M | $485.9M | $1.4M | 7 | 0 |
| Mar 2023 | $399.1M | $399.1M | $0 | 6 | 0 |
| Mar 2022 | $360.6M | $360.6M | $0 | 5 | 0 |
| Mar 2022 | $360.6M | $360.6M | $0 | 5 | 0 |
| Mar 2021 | $286.2M | $286.2M | $0 | 4 | 0 |
| Jun 2020 | $263.6M | $263.6M | $0 | 4 | 0 |
| Mar 2020 | $263.6M | $263.6M | $0 | 4 | 0 |
| Aug 2019 | $214.9M | $214.9M | $0 | 4 | 0 |
| Mar 2019 | $214.9M | $214.9M | $0 | 4 | 0 |
| Aug 2018 | $208.9M | $208.9M | $0 | 3 | 0 |
| Apr 2018 | $208.9M | $208.9M | $0 | 3 | 0 |
| Mar 2018 | $208.9M | $208.9M | $0 | 3 | 0 |
| May 2017 | $165.9M | $165.9M | $0 | 2 | 100 |
| Mar 2017 | $165.9M | $165.9M | $0 | 2 | 100 |
| Feb 2016 | $116.6M | $116.6M | $0 | 3 | 26 |
| Mar 2015 | $118.3M | $118.3M | $0 | 2 | 26 |
DateAug 2025
Total AUM$580.4M
Discretionary$580.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$580.4M
Discretionary$580.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$580.4M
Discretionary$580.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2024
Total AUM$487.3M
Discretionary$485.9M
Non-Disc.$1.4M
Employees7
Clients0
DateMar 2024
Total AUM$487.3M
Discretionary$485.9M
Non-Disc.$1.4M
Employees7
Clients0
DateMar 2024
Total AUM$487.3M
Discretionary$485.9M
Non-Disc.$1.4M
Employees7
Clients0
DateMar 2023
Total AUM$399.1M
Discretionary$399.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$360.6M
Discretionary$360.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$360.6M
Discretionary$360.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$263.6M
Discretionary$263.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$263.6M
Discretionary$263.6M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$214.9M
Discretionary$214.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$214.9M
Discretionary$214.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$208.9M
Discretionary$208.9M
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$208.9M
Discretionary$208.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$208.9M
Discretionary$208.9M
Non-Disc.$0
Employees3
Clients0
DateMay 2017
Total AUM$165.9M
Discretionary$165.9M
Non-Disc.$0
Employees2
Clients100
DateMar 2017
Total AUM$165.9M
Discretionary$165.9M
Non-Disc.$0
Employees2
Clients100
DateFeb 2016
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees2
Clients26