Trinity Financial Advisors LLC
Trinity Financial Advisors LLC is an SEC-registered wealth manager in Columbus, OH with $670.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Trinity Financial Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133191, SEC 801-81196, data through 2026-04-29.
- AUM (assets under management / regulatory AUM)
- $670.0M (2026-04-29)
- Firm type
- Wealth Manager
- Location
- Columbus, OH
- Employees
- 9
- Clients
- 210
- CRD
- 133191
- Ownership
- HARTINGS, BENJAMIN, JOHN; BIEHN, GEOFFREY, ROBERT
How much AUM does Trinity Financial Advisors LLC have?
Trinity Financial Advisors LLC reported $670.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-29).
Who owns Trinity Financial Advisors LLC?
Disclosed owners and executives of Trinity Financial Advisors LLC include HARTINGS, BENJAMIN, JOHN, BIEHN, GEOFFREY, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.