Trinity Financial Advisors LLC
● SEC registered since 2015CRD 133191SEC# 801-81196Columbus, OH
Ranks #3,507 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$670M
Fund GAV
$1.5M
Private funds
1
Employees
9
Accounts
1,139
Location
Columbus, OH
Trinity Financial Advisors LLC assets under management
Trinity Financial Advisors LLC is a registered investment adviser overseen by the SEC based in Columbus, OH. The firm has been registered since 2015. It reports $670 million in regulatory assets under management and employs 9 people. Trinity Financial Advisors LLC manages 1 private fund with combined gross assets of $1.5 million, including Trinity Fund I, LLC. By regulatory assets, it ranks 3,507 of 6,004 private fund managers.
Trinity Financial Advisors LLC private funds
1 funds · $1.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Trinity Fund I, LLC | Private Equity | $1.5M | $100K |
Trinity Financial Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin John Hartings Control | Vice President And Partner | 25-50% | 2025 |
| Geoffrey Robert Biehn Control | Chief Compliance Officer And President | Over 75% | 2005 |
Frequently asked questions
How much does Trinity Financial Advisors LLC manage?
Trinity Financial Advisors LLC reports $670 million in regulatory assets under management on its Form ADV.
How many private funds does Trinity Financial Advisors LLC manage?
Trinity Financial Advisors LLC manages 1 private funds with combined gross assets of $1.5 million.
How many employees does Trinity Financial Advisors LLC have?
Trinity Financial Advisors LLC reports 9 employees.
Where is Trinity Financial Advisors LLC located?
Trinity Financial Advisors LLC is based in Columbus, OH and has been SEC-registered since 2015.
Does Trinity Financial Advisors LLC disclose fund performance?
Trinity Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 760 Communications Parkway, Suite 200, Columbus, OH 43214 |
| Phone | 614-848-7667 |
| Fax | 614-848-7661 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$670M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
AUM vs fund managersTop 58%
Larger than 42% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$670Mregulatory AUM
Discretionary $668.5MNon-discretionary $1.5M
Service providers
Auditor
Custodian