# Trinity Portfolio Advisors

Trinity Portfolio Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://trinityportfolio.com

## Regulatory record

- **CRD number:** 151721
- **SEC file number:** 801-70663
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151721

## About

TRINITY PORTFOLIO ADVISORS, LLC is an SEC-registered investment adviser in SOUTHLAKE, TX, registered since 2009. The firm manages $531 million in assets, with $459 million on a discretionary basis. It has 13 employees and 9 investment advisers.

## Questions

### Who runs investment decisions at Trinity Portfolio Advisors?

Trinity Portfolio Advisors has not publicly named its investment principals. The firm is a registered investment advisor, meaning an individual or team oversees client portfolios, but their identities are not disclosed in public records.

### What is Trinity Portfolio Advisors' investment strategy?

No public information exists about the firm's target asset classes, geographic focus, or stage preference. Without media coverage or a disclosed website, the investment approach cannot be confirmed from external sources.

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Last updated: 2026-07-06T01:24:27.442Z

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