TRINITY PORTFOLIO ADVISORS, LLC

CRD #151721 SEC #801-70663 SOUTHLAKE, TX 817-416-7227

SEC Registered

Total AUM

$488.2M

Discretionary

$372.6M

Employees

Clients

Accounts

1,268

Firm Details

Organization Type: Limited Liability Company
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 16, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
LIEDL, JERI, MARIE	I	CHIEF OPERATING OFFICER	NA	Control
LIEDL, JERI, MARIE	I	CHIEF OPERATING OFFICER	NA	Control
CHALK, JOHN, ALLEN	I	MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
CHALK, JOHN, ALLEN	I	MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
CHALK, JOHN, ALLEN	I	MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
CHALK, JOHN, ALLEN	I	MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
CHALK, JOHN, ALLEN	I	MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
CHALK, JOHN, ALLEN	I	MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
CHALK, JOHN, ALLEN	I	MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
CHALK, JOHN, ALLEN	I	FOUNDER/CCO	E	Control
CHALK, JOHN, ALLEN	I	FOUNDER/CCO	E	Control
CHALK, JOHN, ALLEN	I	FOUNDER/CCO	E	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
CHALK, JOHN, ALLEN	I	MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
CULLUM, DEE, WAYNE	I	MEMBER/CHIEF COMPLIANCE OFFICER	D	Control

Registrations

Federal

Apr 16, 2025 REGISTERED

Notice Filings (22)

AR AZ CA CO CT FL IL KS LA MS MT NC NM NV NY OK OR PA SC TN TX VA

Address

121 COUNTRYSIDE COURT
SUITE 140
SOUTHLAKE, TX 76092
United States

Phone: 817-416-7227