TRINITY PORTFOLIO ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $530.5M |
| Discretionary | $459.0M87% of AUM |
| Non-Discretionary | $71.5M |
| Client Accounts | 1,422 |
| Avg Account Size | $373K |
| Employees | 13 |
| Peak AUM | $530.5MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $531M | +8.7% | +11.7% | +23.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $530.5M |
| Discretionary | $459.0M |
| Employees | 13 |
| Client Accounts | 1422 |
| Client Range | 51-100 |
Contact & Location
Address
121 COUNTRYSIDE COURT
SOUTHLAKE TX 76092
Phone
817-416-7227
Filing History
38 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$459M
86.5% of AUM
Non-Discretionary
$72M
13.5% of AUM
Disc. mix ▲ 10.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Insurance Company