Trinity Financial Advisors

TRINITY FINANCIAL ADVISORS LLC is an SEC-registered investment adviser in Columbus, OH, since 2015. The firm manages $670 million in assets, $668 million on a...

Trinity Financial Advisors

TRINITY FINANCIAL ADVISORS LLC is an SEC-registered investment adviser in Columbus, OH, since 2015. The firm manages $670 million in assets, $668 million on a discretionary basis. It has 9 employees and 6 investment advisers.

Website

trinityfinancial.com

linkedin.com/company/trinity-financial-advisors-llc-tfa

General information

Firm type

Asset Manager

What is Trinity Financial Advisors?

Trinity Financial Advisors is a asset manager tracked on Altss.

What does Altss track for Trinity Financial Advisors?

Altss maintains an OSINT-verified profile of Trinity Financial Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Trinity Financial Advisors's website?

Trinity Financial Advisors's public website is trinityfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Trinity Financial Advisors?

Trinity Financial Advisors is classified by Altss as a Asset Manager.

How does Altss source intelligence on Trinity Financial Advisors?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Trinity Financial Advisors's Altss profile last updated?

Trinity Financial Advisors's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.