Fee-only adviser · Southlake, TX
Trinity Portfolio Advisors, LLC
Trinity Portfolio Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Southlake, Texas. On its latest Form ADV, filed July 17, 2026, it reports $531M in regulatory assets under management, 539 individual clients and 9 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 151721 · SEC file 801-70663 |
| Office | 121 Countryside Court Suite 140 Southlake, TX 76092 |
| Phone | (817) 416-7227 |
| Website | trinityportfolio.com |
| Regulatory assets under management | $531M ($459M discretionary) |
| Individual clients | 441 non-high-net-worth, 98 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 13 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Southlake
- Mills Wealth Advisors, LLC $549M
- Prestige Wealth Management $148M
- TL Private Wealth $364M
- Solutions 4 Wealth $189M
- Navigo Wealth Management, LLC $130M
- One Xvi Wealth $53M
See all 15 fee-only advisers in Southlake →
Nearby
- Grapevine 4 firms
- Colleyville 2 firms
- Keller 1 firm
- Westlake 1 firm
- Flower Mound 6 firms
- North Richland Hills 2 firms
- Coppell 1 firm
- Argyle 2 firms
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