Trinity Financial Advisors Llc
- Regulatory AUM
- $670M
- Discretionary
- $668M
- Clients
- 210
- Avg AUM / client
- $3.2M
- Accounts
- 1,139
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 67 | $32.7M | 4.88% |
| High net worth individuals | 141 | $637M | 95.1% |
| Corporations and other businesses | 2 | $316K | 0.05% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Geoffrey Robert Biehn | Member / Chief Compliance Officer / President / Treasurer / Secretary | CFP | May 2004 (22y) | 75% or more |
| Benjamin John Hartings | Senior Vice President | CFP | Nov 2018 (8y) | 10% – 25% |
| Kristina Marie Green | Registered representative | May 2022 (4y) | ||
| Anthony Alexander Calvino | Registered representative | Jun 2023 (3y) | ||
| Patrick Sullivan Welsh | Registered representative | Mar 2026 (0y) | ||
| Joshua Ryan Shaffer | Registered representative | CFA | Apr 2026 (0y) | |
| Christen Ann Biddlestone | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $576M (86% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗