TRIUNE FINANCIAL PARTNERS, LLC
CRD #152277 SEC #801-70960 OVERLAND PARK, KS 913-825-6100
SEC Registered
Total AUM
$1.3B
Discretionary
$1.1B
Employees
24
Clients
--
Accounts
960
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.3B | $1.1B | $241.2M | 24 | 70 |
| Mar 2025 | $1.3B | $1.1B | $241.2M | 24 | 70 |
| Mar 2024 | $1.1B | $917.8M | $214.4M | 24 | 95 |
| Sep 2023 | $939.7M | $754M | $185.7M | 22 | 89 |
| Aug 2023 | $939.7M | $754M | $185.7M | 22 | 89 |
| Mar 2023 | $939.7M | $754M | $185.7M | 22 | 89 |
| Jan 2023 | $1B | $826M | $207.1M | 23 | 89 |
| Nov 2022 | $1B | $826M | $207.1M | 23 | 89 |
| Mar 2022 | $1B | $826M | $207.1M | 23 | 89 |
| Feb 2022 | $832.4M | $647.6M | $184.8M | 18 | 100 |
| Nov 2021 | $832.4M | $647.6M | $184.8M | 18 | 100 |
| Mar 2021 | $832.4M | $647.6M | $184.8M | 18 | 100 |
| Nov 2020 | $698.6M | $545M | $153.6M | 20 | 87 |
| Jul 2020 | $698.6M | $545M | $153.6M | 20 | 87 |
| Jun 2020 | $698.6M | $545M | $153.6M | 20 | 87 |
| Mar 2020 | $698.6M | $545M | $153.6M | 20 | 87 |
| Jan 2020 | $635.9M | $468.1M | $167.8M | 18 | 58 |
| Jul 2019 | $635.9M | $468.1M | $167.8M | 18 | 58 |
| Jun 2019 | $635.9M | $468.1M | $167.8M | 18 | 58 |
| Mar 2019 | $635.9M | $468.1M | $167.8M | 18 | 58 |
| Feb 2019 | $577.4M | $429.3M | $148M | 19 | 62 |
| Jan 2019 | $577.4M | $429.3M | $148M | 19 | 62 |
| Sep 2018 | $577.4M | $429.3M | $148M | 19 | 62 |
| Mar 2018 | $577.4M | $429.3M | $148M | 19 | 62 |
| Jan 2018 | $457.9M | $345.8M | $112.2M | 16 | 54 |
| Nov 2017 | $457.9M | $345.8M | $112.2M | 16 | 54 |
| Apr 2017 | $457.9M | $345.8M | $112.2M | 16 | 700 |
| Mar 2017 | $457.9M | $345.8M | $112.2M | 16 | 700 |
| Feb 2017 | $339.2M | $261M | $78.2M | 16 | 500 |
| Jul 2016 | $339.2M | $261M | $78.2M | 16 | 500 |
| Apr 2016 | $339.2M | $261M | $78.2M | 16 | 500 |
| Mar 2016 | $409.9M | $261M | $148.9M | 16 | 500 |
| Jan 2016 | $326.8M | $253.7M | $73.1M | 15 | 500 |
| Nov 2015 | $326.8M | $253.7M | $73.1M | 15 | 500 |
| Nov 2015 | $326.8M | $253.7M | $73.1M | 15 | 500 |
| Oct 2015 | $326.8M | $253.7M | $73.1M | 15 | 500 |
| May 2015 | $326.8M | $253.7M | $73.1M | 15 | 500 |
| Feb 2015 | $326.8M | $253.7M | $73.1M | 15 | 500 |
| Feb 2015 | $326.8M | $253.7M | $73.1M | 15 | 500 |
| Sep 2014 | $277.7M | $221.1M | $56.6M | 15 | 500 |
| May 2014 | $277.7M | $221.1M | $56.6M | 15 | 500 |
| Mar 2014 | $277.7M | $221.1M | $56.6M | 15 | 500 |
| Nov 2013 | $176.5M | $153.4M | $23.1M | 13 | 400 |
| Sep 2013 | $176.5M | $153.4M | $23.1M | 13 | 400 |
| Sep 2013 | $176.5M | $153.4M | $23.1M | 13 | 400 |
| Sep 2013 | $176.5M | $153.4M | $23.1M | 13 | 400 |
| Sep 2013 | $176.5M | $153.4M | $23.1M | 13 | 400 |
| Jun 2013 | $176.5M | $153.4M | $23.1M | 13 | 400 |
| Feb 2013 | $176.5M | $153.4M | $23.1M | 13 | 400 |
| Jan 2013 | $147.2M | $132.8M | $14.4M | 14 | 400 |
| Oct 2012 | $147.2M | $132.8M | $14.4M | 11 | 400 |
| Sep 2012 | $147.2M | $132.8M | $14.4M | 11 | 400 |
| Aug 2012 | $147.2M | $132.8M | $14.4M | 11 | 400 |
| Mar 2012 | $147.2M | $132.8M | $14.4M | 11 | 400 |
| Mar 2012 | $147.2M | $132.8M | $14.4M | 11 | 400 |
| Nov 2011 | $105.7M | $105.7M | $0 | 11 | 251 |
| Sep 2011 | $105.7M | $105.7M | $0 | -- | -- |
| Jun 2011 | $105.7M | $105.7M | $0 | -- | -- |
| May 2011 | $105.7M | $105.7M | $0 | -- | -- |
| Mar 2011 | $105.7M | $105.7M | $0 | -- | -- |
| Mar 2011 | $72.2M | $72.2M | $0 | -- | -- |
| Jan 2011 | $72.2M | $72.2M | $0 | -- | -- |
| Jan 2011 | $72.2M | $72.2M | $0 | -- | -- |
| Oct 2010 | $72.2M | $72.2M | $0 | -- | -- |
| May 2010 | $72.2M | $72.2M | $0 | -- | -- |
| Apr 2010 | $0 | $0 | $0 | -- | -- |
| Jan 2010 | $0 | $0 | $0 | -- | -- |
DateNov 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$241.2M
Employees24
Clients70
DateMar 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$241.2M
Employees24
Clients70
DateMar 2024
Total AUM$1.1B
Discretionary$917.8M
Non-Disc.$214.4M
Employees24
Clients95
DateSep 2023
Total AUM$939.7M
Discretionary$754M
Non-Disc.$185.7M
Employees22
Clients89
DateAug 2023
Total AUM$939.7M
Discretionary$754M
Non-Disc.$185.7M
Employees22
Clients89
DateMar 2023
Total AUM$939.7M
Discretionary$754M
Non-Disc.$185.7M
Employees22
Clients89
DateJan 2023
Total AUM$1B
Discretionary$826M
Non-Disc.$207.1M
Employees23
Clients89
DateNov 2022
Total AUM$1B
Discretionary$826M
Non-Disc.$207.1M
Employees23
Clients89
DateMar 2022
Total AUM$1B
Discretionary$826M
Non-Disc.$207.1M
Employees23
Clients89
DateFeb 2022
Total AUM$832.4M
Discretionary$647.6M
Non-Disc.$184.8M
Employees18
Clients100
DateNov 2021
Total AUM$832.4M
Discretionary$647.6M
Non-Disc.$184.8M
Employees18
Clients100
DateMar 2021
Total AUM$832.4M
Discretionary$647.6M
Non-Disc.$184.8M
Employees18
Clients100
DateNov 2020
Total AUM$698.6M
Discretionary$545M
Non-Disc.$153.6M
Employees20
Clients87
DateJul 2020
Total AUM$698.6M
Discretionary$545M
Non-Disc.$153.6M
Employees20
Clients87
DateJun 2020
Total AUM$698.6M
Discretionary$545M
Non-Disc.$153.6M
Employees20
Clients87
DateMar 2020
Total AUM$698.6M
Discretionary$545M
Non-Disc.$153.6M
Employees20
Clients87
DateJan 2020
Total AUM$635.9M
Discretionary$468.1M
Non-Disc.$167.8M
Employees18
Clients58
DateJul 2019
Total AUM$635.9M
Discretionary$468.1M
Non-Disc.$167.8M
Employees18
Clients58
DateJun 2019
Total AUM$635.9M
Discretionary$468.1M
Non-Disc.$167.8M
Employees18
Clients58
DateMar 2019
Total AUM$635.9M
Discretionary$468.1M
Non-Disc.$167.8M
Employees18
Clients58
DateFeb 2019
Total AUM$577.4M
Discretionary$429.3M
Non-Disc.$148M
Employees19
Clients62
DateJan 2019
Total AUM$577.4M
Discretionary$429.3M
Non-Disc.$148M
Employees19
Clients62
DateSep 2018
Total AUM$577.4M
Discretionary$429.3M
Non-Disc.$148M
Employees19
Clients62
DateMar 2018
Total AUM$577.4M
Discretionary$429.3M
Non-Disc.$148M
Employees19
Clients62
DateJan 2018
Total AUM$457.9M
Discretionary$345.8M
Non-Disc.$112.2M
Employees16
Clients54
DateNov 2017
Total AUM$457.9M
Discretionary$345.8M
Non-Disc.$112.2M
Employees16
Clients54
DateApr 2017
Total AUM$457.9M
Discretionary$345.8M
Non-Disc.$112.2M
Employees16
Clients700
DateMar 2017
Total AUM$457.9M
Discretionary$345.8M
Non-Disc.$112.2M
Employees16
Clients700
DateFeb 2017
Total AUM$339.2M
Discretionary$261M
Non-Disc.$78.2M
Employees16
Clients500
DateJul 2016
Total AUM$339.2M
Discretionary$261M
Non-Disc.$78.2M
Employees16
Clients500
DateApr 2016
Total AUM$339.2M
Discretionary$261M
Non-Disc.$78.2M
Employees16
Clients500
DateMar 2016
Total AUM$409.9M
Discretionary$261M
Non-Disc.$148.9M
Employees16
Clients500
DateJan 2016
Total AUM$326.8M
Discretionary$253.7M
Non-Disc.$73.1M
Employees15
Clients500
DateNov 2015
Total AUM$326.8M
Discretionary$253.7M
Non-Disc.$73.1M
Employees15
Clients500
DateNov 2015
Total AUM$326.8M
Discretionary$253.7M
Non-Disc.$73.1M
Employees15
Clients500
DateOct 2015
Total AUM$326.8M
Discretionary$253.7M
Non-Disc.$73.1M
Employees15
Clients500
DateMay 2015
Total AUM$326.8M
Discretionary$253.7M
Non-Disc.$73.1M
Employees15
Clients500
DateFeb 2015
Total AUM$326.8M
Discretionary$253.7M
Non-Disc.$73.1M
Employees15
Clients500
DateFeb 2015
Total AUM$326.8M
Discretionary$253.7M
Non-Disc.$73.1M
Employees15
Clients500
DateSep 2014
Total AUM$277.7M
Discretionary$221.1M
Non-Disc.$56.6M
Employees15
Clients500
DateMay 2014
Total AUM$277.7M
Discretionary$221.1M
Non-Disc.$56.6M
Employees15
Clients500
DateMar 2014
Total AUM$277.7M
Discretionary$221.1M
Non-Disc.$56.6M
Employees15
Clients500
DateNov 2013
Total AUM$176.5M
Discretionary$153.4M
Non-Disc.$23.1M
Employees13
Clients400
DateSep 2013
Total AUM$176.5M
Discretionary$153.4M
Non-Disc.$23.1M
Employees13
Clients400
DateSep 2013
Total AUM$176.5M
Discretionary$153.4M
Non-Disc.$23.1M
Employees13
Clients400
DateSep 2013
Total AUM$176.5M
Discretionary$153.4M
Non-Disc.$23.1M
Employees13
Clients400
DateSep 2013
Total AUM$176.5M
Discretionary$153.4M
Non-Disc.$23.1M
Employees13
Clients400
DateJun 2013
Total AUM$176.5M
Discretionary$153.4M
Non-Disc.$23.1M
Employees13
Clients400
DateFeb 2013
Total AUM$176.5M
Discretionary$153.4M
Non-Disc.$23.1M
Employees13
Clients400
DateJan 2013
Total AUM$147.2M
Discretionary$132.8M
Non-Disc.$14.4M
Employees14
Clients400
DateOct 2012
Total AUM$147.2M
Discretionary$132.8M
Non-Disc.$14.4M
Employees11
Clients400
DateSep 2012
Total AUM$147.2M
Discretionary$132.8M
Non-Disc.$14.4M
Employees11
Clients400
DateAug 2012
Total AUM$147.2M
Discretionary$132.8M
Non-Disc.$14.4M
Employees11
Clients400
DateMar 2012
Total AUM$147.2M
Discretionary$132.8M
Non-Disc.$14.4M
Employees11
Clients400
DateMar 2012
Total AUM$147.2M
Discretionary$132.8M
Non-Disc.$14.4M
Employees11
Clients400
DateNov 2011
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees11
Clients251
DateSep 2011
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--