TRINITY FINANCIAL ADVISORS LLC
SEC file number 801-81196
· COLUMBUS, OH
https://trinity-health.org ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$487.3M
Discretionary AUM
$485.9M
Employees
7
Clients
—
Firm
- Address
- 760 COMMUNICATIONS PARKWAY
COLUMBUS, OH 43214 - Phone
- —
- Website
- https://trinity-health.org
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- AdvisorNet Financial, Inc Medium name-match confidence · CIK 1409362 · MN
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AdvisorNet Financial, Inc · D/A · Apr 21, 2026
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AdvisorNet Financial, Inc · D/A · Apr 15, 2025