Trinity Financial Advisors LLC

CRD 133191 · Columbus, OH · $670.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 133191
SEC number: 801-81196
Firm type: RIA
Assets under management: $670.0M as of Apr 29, 2026
Website: www.tfadvisors.com ↗
Phone: 614-848-7667
Address: 760 Communications Parkway, Columbus, OH, 43214

Advisors at this firm

6 in our index · page 1 of 1

Geoffrey Robert BiehnCRD 4873865 · Columbus, OH

IA Registered
Anthony Alexander CalvinoCRD 7154481 · Columbus, OH

IA Registered
Kristina Marie GreenCRD 7065537 · Columbus, OH

IA RegisteredRegistration inactive
Benjamin John HartingsCRD 6162027 · Columbus, OH

IA Registered
Joshua Ryan ShafferCRD 5351641 · Columbus, OH

IA RegisteredRegistration inactive

Disclosure event(s) on record
Patrick Sullivan WelshCRD 8203763 · Columbus, OH

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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