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TRINITY FUND ADVISORS LLC

MIAMI, FL · CRD 310217 · IAPD ↗ · 305-800-1115

$930.0MRegulatory AUM
25Advisory reps
32Employees
0Clients
n/aPlanning clients
5Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — TRINITY FUND ADVISORS LLC moved its main office from HONOLULU, HI to MIAMI, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
38
April 2026 — TRINITY FUND ADVISORS LLC shrank from 31 to 25 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
April 2026 — TRINITY FUND ADVISORS LLC reported RAUM up 29% ($723.1M -> $930.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
April 2024 — TRINITY FUND ADVISORS LLC notice-filed in CO, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — TRINITY FUND ADVISORS LLC grew from 15 to 27 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.