Triune Financial Partners, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.2B
- Clients
- 902
- Avg AUM / client
- $1.7M
- Accounts
- 2,584
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 419 | $183M | 12.0% |
| High net worth individuals | 351 | $1.0B | 68.9% |
| Pension and profit sharing plans | 128 | $284M | 18.6% |
| Charitable organizations | 1 | $543K | 0.04% |
| Corporations and other businesses | 3 | $6.6M | 0.43% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Global Orphan Project 401(k) Plan The Global Orphan Project, Inc. | 2024 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jefferey Robert Jaworski | Owner / Managing Partner | CFP | Jan 2010 (17y) | 75% or more |
| Melissa P Figeac Nanez | Chief Compliance Officer | Jan 2016 (11y) | Less than 5% | |
| Geoffrey Sean Huber | Registered representative | CFP Chartered Financial Consultant | Jan 2010 (17y) | |
| Robert Alexander Sparrow | Registered representative | CFP | Jan 2010 (17y) | |
| Robert Wesley Crew | Registered representative | CFP CFA | Jan 2010 (17y) | |
| Kyle Eugene Krull | Registered representative | CFP | Jul 2016 (10y) | |
| J Emerson Hartzler | Registered representative | Mar 2017 (9y) | ||
| Anya Jo Grovenburg | Registered representative | Nov 2017 (9y) | ||
| Hal Frederick Wood | Registered representative | Jan 2018 (9y) | ||
| Justin Timothy Hicks | Registered representative | CFP | Sep 2019 (7y) | |
| Rece Dawson | Registered representative | CFP | Sep 2023 (3y) | |
| John Henry Scherschligt | Registered representative | Mar 2024 (2y) | ||
| Thomas Claude Elms | Registered representative | CFP | May 2024 (2y) | |
| Brandon Blankenship | Registered representative | CFP | Sep 2024 (2y) | |
| Bryce Ian Miller | Registered representative | Jun 2025 (1y) | ||
| Blaine Cline | Registered representative | CFP | Apr 2026 (0y) | |
| Ashley Fitzhugh Daly | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Global Orphan Project 401(k) Plan | The Global Orphan Project, Inc. | 177 | $2.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.05 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $782M (51% of AUM) Mar 2026
- Fidelity Brokerage Services $443M (29% of AUM) Mar 2026
- Fidelity Investments $232M (37% of AUM) Jan 2020
- Capital Bank And Trust Company $108M (17% of AUM) Jan 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗