← Tributary

TRINITY FINANCIAL ADVISORS LLC

COLUMBUS, OH · CRD 133191 · IAPD ↗ · tfadvisors.com · 614-848-7667

$670.0MRegulatory AUM
6Advisory reps
9Employees
0Clients
101-250Planning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — TRINITY FINANCIAL ADVISORS LLC crossed $500M in regulatory AUM ($487.3M -> $580.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2025 — TRINITY FINANCIAL ADVISORS LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
45
November 2024 — TRINITY FINANCIAL ADVISORS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.