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TRINITY INVESTMENT MANAGEMENT, LLC

FORT WORTH, TX · CRD 133873 · IAPD ↗ · trinity-invest.com · 817-874-2700

$126.2MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
August 2026 — TRINITY INVESTMENT MANAGEMENT, LLC changed its website from trinityfiduciary.com to trinity-invest.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
67
August 2026 — TRINITY INVESTMENT MANAGEMENT, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
May 2024 — TRINITY INVESTMENT MANAGEMENT, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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