TRINITY PORTFOLIO ADVISORS, LLC
CRD #151721 SEC #801-70663 SOUTHLAKE, TX 817-416-7227
SEC Registered
Total AUM
$488.2M
Discretionary
$372.6M
Employees
15
Clients
51
Accounts
1,268
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $488.2M | $372.6M | $115.6M | 15 | 26 |
| Mar 2025 | $488.2M | $372.6M | $115.6M | 15 | 26 |
| Mar 2025 | $488.2M | $372.6M | $115.6M | 15 | 26 |
| Nov 2024 | $452.6M | $320.4M | $132.2M | 12 | 5 |
| Jul 2024 | $452.6M | $320.4M | $132.2M | 12 | 5 |
| Mar 2024 | $452.6M | $320.4M | $132.2M | 12 | 5 |
| Nov 2023 | $380.5M | $290.4M | $90.2M | 10 | 19 |
| Apr 2023 | $380.5M | $290.4M | $90.2M | 10 | 19 |
| Mar 2023 | $380.5M | $290.4M | $90.2M | 10 | 19 |
| Mar 2022 | $316.4M | $228.7M | $87.7M | 16 | 25 |
| Mar 2021 | $183.3M | $129.3M | $54M | 13 | 400 |
| Jun 2020 | $314.7M | $222M | $92.7M | 13 | 400 |
| Mar 2020 | $314.7M | $222M | $92.7M | 13 | 400 |
| Apr 2019 | $277.8M | $230.4M | $47.4M | 15 | 20 |
| Mar 2019 | $277.8M | $230.4M | $47.4M | 15 | 20 |
| Mar 2018 | $247.7M | $142.3M | $105.4M | 16 | 29 |
| Mar 2017 | $203.9M | $163.4M | $40.5M | 15 | 600 |
| Dec 2016 | $201.4M | $181.8M | $19.6M | 18 | 1,000 |
| Dec 2016 | $201.4M | $181.8M | $19.6M | 18 | 1,000 |
| Jul 2016 | $201.4M | $181.8M | $19.6M | 18 | 1,000 |
| Mar 2016 | $201.4M | $181.8M | $19.6M | 18 | 1,000 |
| Mar 2015 | $254.5M | $234.3M | $20.2M | 22 | 1,000 |
| Jun 2014 | $229.1M | $227.9M | $1.2M | 26 | 1,000 |
| Jun 2014 | $229.1M | $227.9M | $1.2M | 26 | 1,000 |
| May 2014 | $229.1M | $227.9M | $1.2M | 26 | 1,000 |
| Mar 2014 | $229.1M | $227.9M | $1.2M | 26 | 1,000 |
| Mar 2013 | $226.9M | $226.9M | $0 | 18 | 1,000 |
| Sep 2012 | $264.9M | $264.9M | $0 | 11 | 1,200 |
| Mar 2012 | $264.9M | $264.9M | $0 | 11 | 1,200 |
| Jul 2011 | $326M | $326M | $0 | -- | -- |
| Mar 2011 | $326M | $326M | $0 | -- | -- |
| Aug 2010 | $283.9M | $283.9M | $0 | -- | -- |
| Jun 2010 | $283.9M | $283.9M | $0 | -- | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
| Sep 2009 | $0 | $0 | $0 | 5 | -- |
DateApr 2025
Total AUM$488.2M
Discretionary$372.6M
Non-Disc.$115.6M
Employees15
Clients26
DateMar 2025
Total AUM$488.2M
Discretionary$372.6M
Non-Disc.$115.6M
Employees15
Clients26
DateMar 2025
Total AUM$488.2M
Discretionary$372.6M
Non-Disc.$115.6M
Employees15
Clients26
DateNov 2024
Total AUM$452.6M
Discretionary$320.4M
Non-Disc.$132.2M
Employees12
Clients5
DateJul 2024
Total AUM$452.6M
Discretionary$320.4M
Non-Disc.$132.2M
Employees12
Clients5
DateMar 2024
Total AUM$452.6M
Discretionary$320.4M
Non-Disc.$132.2M
Employees12
Clients5
DateNov 2023
Total AUM$380.5M
Discretionary$290.4M
Non-Disc.$90.2M
Employees10
Clients19
DateApr 2023
Total AUM$380.5M
Discretionary$290.4M
Non-Disc.$90.2M
Employees10
Clients19
DateMar 2023
Total AUM$380.5M
Discretionary$290.4M
Non-Disc.$90.2M
Employees10
Clients19
DateMar 2022
Total AUM$316.4M
Discretionary$228.7M
Non-Disc.$87.7M
Employees16
Clients25
DateMar 2021
Total AUM$183.3M
Discretionary$129.3M
Non-Disc.$54M
Employees13
Clients400
DateJun 2020
Total AUM$314.7M
Discretionary$222M
Non-Disc.$92.7M
Employees13
Clients400
DateMar 2020
Total AUM$314.7M
Discretionary$222M
Non-Disc.$92.7M
Employees13
Clients400
DateApr 2019
Total AUM$277.8M
Discretionary$230.4M
Non-Disc.$47.4M
Employees15
Clients20
DateMar 2019
Total AUM$277.8M
Discretionary$230.4M
Non-Disc.$47.4M
Employees15
Clients20
DateMar 2018
Total AUM$247.7M
Discretionary$142.3M
Non-Disc.$105.4M
Employees16
Clients29
DateMar 2017
Total AUM$203.9M
Discretionary$163.4M
Non-Disc.$40.5M
Employees15
Clients600
DateDec 2016
Total AUM$201.4M
Discretionary$181.8M
Non-Disc.$19.6M
Employees18
Clients1,000
DateDec 2016
Total AUM$201.4M
Discretionary$181.8M
Non-Disc.$19.6M
Employees18
Clients1,000
DateJul 2016
Total AUM$201.4M
Discretionary$181.8M
Non-Disc.$19.6M
Employees18
Clients1,000
DateMar 2016
Total AUM$201.4M
Discretionary$181.8M
Non-Disc.$19.6M
Employees18
Clients1,000
DateMar 2015
Total AUM$254.5M
Discretionary$234.3M
Non-Disc.$20.2M
Employees22
Clients1,000
DateJun 2014
Total AUM$229.1M
Discretionary$227.9M
Non-Disc.$1.2M
Employees26
Clients1,000
DateJun 2014
Total AUM$229.1M
Discretionary$227.9M
Non-Disc.$1.2M
Employees26
Clients1,000
DateMay 2014
Total AUM$229.1M
Discretionary$227.9M
Non-Disc.$1.2M
Employees26
Clients1,000
DateMar 2014
Total AUM$229.1M
Discretionary$227.9M
Non-Disc.$1.2M
Employees26
Clients1,000
DateMar 2013
Total AUM$226.9M
Discretionary$226.9M
Non-Disc.$0
Employees18
Clients1,000
DateSep 2012
Total AUM$264.9M
Discretionary$264.9M
Non-Disc.$0
Employees11
Clients1,200
DateMar 2012
Total AUM$264.9M
Discretionary$264.9M
Non-Disc.$0
Employees11
Clients1,200
DateJul 2011
Total AUM$326M
Discretionary$326M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$326M
Discretionary$326M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$283.9M
Discretionary$283.9M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$283.9M
Discretionary$283.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--