Trinity Investment Management, LLC

RIASEC RegisteredEst. 2007

Total AUM

$126M

Discretionary

$107M

85% of AUM

Avg account

$1.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Fort Worth, Texas
CRD number: 133873
Registered since: January 5, 2007
Website: www.trinity-invest.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Charitable Organizations77.24%
HNWI16.76%
Individuals5.98%
Corporations / Businesses0.02%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Trinity Investment Management, LLC is an independent registered investment adviser organized as an LLC and operating since 2007. The firm serves both individual/family and institutional clients, offering discretionary and non‑discretionary portfolio management for individuals, small businesses and institutional entities. Its fee model combines a percentage of assets under management with performance‑based fees, suggesting blends of traditional advisory mandates and fee arrangements tied to returns. Trinity does not identify as an ESG investor and is not registered as a multi‑state adviser. It is not positioned as a capital allocator or pension consultant; its core activity is direct portfolio management rather than sponsoring a broad platform of outside managers.