Trinity Investment Advisors, LLC
Trinity Investment Advisors, LLC is an SEC-registered ria in West Chester, PA with $388.2M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Trinity Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141039, SEC 801-66958, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $388.2M (2026-03-18)
- Firm type
- Ria
- Location
- West Chester, PA
- Employees
- 3
- Clients
- 34
- CRD
- 141039
- Ownership
- MCCABE, MICHAEL, KEVIN
How much AUM does Trinity Investment Advisors, LLC have?
Trinity Investment Advisors, LLC reported $388.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Trinity Investment Advisors, LLC?
Disclosed owners and executives of Trinity Investment Advisors, LLC include MCCABE, MICHAEL, KEVIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.