Trinity Investment Advisors, LLC
● SEC registered since 2006CRD 141039SEC# 801-66958West Chester, PA
Reg. AUM
$388.2M
Employees
3
Accounts
34
Location
West Chester, PA
Trinity Investment Advisors, LLC assets under management
Trinity Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in West Chester, PA. The firm has been registered since 2006. It reports $388.2 million in regulatory assets under management and employs 3 people.
Trinity Investment Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Kevin McCabe Control | Member & Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Trinity Investment Advisors, LLC manage?
Trinity Investment Advisors, LLC reports $388.2 million in regulatory assets under management on its Form ADV.
How many employees does Trinity Investment Advisors, LLC have?
Trinity Investment Advisors, LLC reports 3 employees.
Where is Trinity Investment Advisors, LLC located?
Trinity Investment Advisors, LLC is based in West Chester, PA and has been SEC-registered since 2006.
Does Trinity Investment Advisors, LLC disclose fund performance?
Trinity Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 136 North Church, West Chester, PA 19380 |
| Phone | 610-344-9300 |
| Fax | 610-344-9769 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$388.2M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$388.2Mregulatory AUM
Discretionary $388.2M