Trinity Portfolio Advisors, LLC
Trinity Portfolio Advisors, LLC is an SEC-registered mass-market adviser in Southlake, TX with $530.5M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Trinity Portfolio Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151721, SEC 801-70663, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $530.5M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Southlake, TX
- Employees
- 13
- Clients
- 622
- CRD
- 151721
- Ownership
- CULLUM, DEE, WAYNE; CHALK, JOHN, ALLEN; LIEDL, JERI, MARIE
How much AUM does Trinity Portfolio Advisors, LLC have?
Trinity Portfolio Advisors, LLC reported $530.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Trinity Portfolio Advisors, LLC?
Disclosed owners and executives of Trinity Portfolio Advisors, LLC include CULLUM, DEE, WAYNE, CHALK, JOHN, ALLEN, LIEDL, JERI, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.