Trinity Portfolio Advisors, LLC

CRD 151721 · Southlake, TX · $530.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 151721
SEC number: 801-70663
Firm type: RIA
Assets under management: $530.5M as of Mar 27, 2026
Website: trinityportfolio.com ↗
Phone: 817-416-7227
Address: 121 Countryside Court, Southlake, TX, 76092

Advisors at this firm

9 in our index · page 1 of 1

John Allen ChalkCRD 4266208 · Southlake, TX

IA Registered
Aaron Roderick EstradaCRD 4120496 · Southlake, TX

IA RegisteredRegistration inactive
Chase EstradaCRD 7682934 · Southlake, TX

IA RegisteredRegistration inactive
Annette Christine HamilCRD 5753783 · Southlake, TX

IA Registered
Darrell Scott HaynesCRD 4428800 · Granbury, TX

IA Registered
Jeffrey Lee MccainCRD 5281987 · Southlake, TX

IA Registered
Max William MayCRD 7369404 · Southlake, TX

IA Registered
Matthew James OberstCRD 1719454 · Plano, TX

IA Registered
Morgan Jo WebbCRD 5417304 · Southlake, TX

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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