Trinity Portfolio Advisors, LLC
● SEC registered since 2009CRD 151721SEC# 801-70663Southlake, TX
Reg. AUM
$530.5M
Employees
13
Accounts
1,422
Location
Southlake, TX
Trinity Portfolio Advisors, LLC assets under management
Trinity Portfolio Advisors, LLC is an investment advisory firm registered with the SEC based in Southlake, TX. The firm has been registered since 2009. It reports $530.5 million in regulatory assets under management and employs 13 people.
Trinity Portfolio Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeri Marie Liedl Control | Chief Operating Officer | Under 5% | 2010 |
| John Allen Chalk Control | Founder/Cco | Over 75% | 2009 |
Frequently asked questions
How much does Trinity Portfolio Advisors, LLC manage?
Trinity Portfolio Advisors, LLC reports $530.5 million in regulatory assets under management on its Form ADV.
How many employees does Trinity Portfolio Advisors, LLC have?
Trinity Portfolio Advisors, LLC reports 13 employees.
Where is Trinity Portfolio Advisors, LLC located?
Trinity Portfolio Advisors, LLC is based in Southlake, TX and has been SEC-registered since 2009.
Does Trinity Portfolio Advisors, LLC disclose fund performance?
Trinity Portfolio Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 121 Countryside Court, Suite 140, Southlake, TX 76092 |
| Phone | 817-416-7227 |
| Fax | 817-336-5736 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1467369 |
| Discloses disciplinary history | No |
Regulatory AUM
$530.5M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$530.5Mregulatory AUM
Discretionary $459MNon-discretionary $71.5M