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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TRINITY LEGACY PARTNERS, LLC

CRD 159179

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45bb31c6-2a1f-5fcd-2103-4ceb77037384

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 4
On other graphs: 0
Observed: May 16, 2017 to Mar 27, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.03 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $521MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $514M
Private client RAUM: $502MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $86.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 904
Individual clients: 222
High net worth clients: 134
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $218M
Relying advisers: 1
SEC number: 801-110643
CRD: 159179
Filings on the tape: 28
First filed: May 16, 2017
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, TX
Website: trinitylegacypartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN PAUL WILKINSON	n/a	HOUSTON, TX	14	25	2	no
ANTHONY LAURENCE GARCIA	n/a	HOUSTON, TX	13	18	1	no
LARRY BRECK BELL	Certified Financial Planner	HOUSTON, TX	11	34	4	no
JOHN JOSEPH HUNTER	n/a	HOUSTON, TX	7	13	n/a	no
Alison Marie Mills	Certified Financial Planner	HOUSTON, TX	6	12	n/a	no
Campbell Stuart Gibson	n/a	HOUSTON, TX	1	14	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
TRINITY LEGACY DYNAMIC OPTIONS FUND I, LP	Hedge Fund	$12.7M	Sep 16, 2024	27	Sep 28, 2020	reported	021-370972

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BELL, LARRY, BRECK	Owner	D	yes	03/2014	May 16, 2017	Sep 16, 2024
BELL, LAURI, ANN	Owner	D	yes	03/2014	May 16, 2017	Sep 16, 2024
DAWN RAWSON DECLARATION OF TRUST LIMITED PARTNER	LIMITED PARTNER	C	yes	01/2024	Mar 28, 2024	Sep 16, 2024
LIFETREE FINANCIAL, LLC	PARTNER/MEMBER	Na	yes	03/2014	May 16, 2017	Sep 16, 2024
POM ASSET MANAGEMENT, LP	PARTNER/MEMBER	C	yes	01/2024	Mar 28, 2024	Sep 16, 2024
R & D RAWSON, LP	Member	C	yes	05/2023	May 16, 2017	Sep 16, 2024
RAWSON CHILDREN'S TRUST	Member	E	yes	01/2024	Mar 28, 2024	Sep 16, 2024
RDKB RAWSON, LP	Member	C	yes	05/2023	May 16, 2017	Sep 16, 2024
WILKINSON, JOHN, PAUL	MEMBER/CHIEF COMPLIANCE OFFICER/ CHIEF EXECUTIVE OFFICER	C	yes	09/2011	May 16, 2017	Sep 16, 2024
GARCIA, ANTHONY, LAURENCE	MEMBER/PORTFOLIO ANALYST	Na	no	12/2017	Mar 22, 2018	Sep 16, 2024
HUNTER, JOHN, JOSEPH	MEMBER/DIRECTOR	Na	no	12/2019	Feb 7, 2020	Sep 16, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
THE WOODLANDS	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$521M	$514M	7	6	1	1	n/a
2024	Apr 24, 2025	$460M	$444M	8	7	1	1	n/a
2023	Mar 28, 2024	$380M	$352M	7	6	1	1	$12.7M
2022	Mar 28, 2023	$335M	$300M	7	6	1	1	$12.8M
2021	Mar 30, 2022	$363M	$326M	6	5	1	1	$11.1M
2020	Mar 22, 2021	$282M	$245M	6	5	1	1	$7.2M
2019	Feb 7, 2020	$262M	$211M	6	5	0	n/a	n/a
2018	Mar 28, 2019	$170M	$169M	6	4	0	n/a	n/a
2017	Mar 22, 2018	$144M	$144M	4	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$521M	$460M	13.2%	$335M	15.8%	7	8	1	1

Relationships

Registered with (7)

← Campbell Stuart GibsonAdvisorregistration: current employment
Oct 30, 2024 to presentfactForm ADV
← Alison Marie MillsAdvisorregistration: current employment
Sep 26, 2019 to presentfactForm ADV
← JOHN JOSEPH HUNTERAdvisorregistration: current employment
Nov 30, 2018 to presentfactForm ADV
← LARRY BRECK BELLAdvisorregistration: current employment
Sep 26, 2014 to presentfactForm ADV
← ANTHONY LAURENCE GARCIAAdvisorregistration: current employment
Mar 6, 2013 to presentfactForm ADV
← JOHN PAUL WILKINSONAdvisorregistration: current employment
Dec 5, 2011 to presentfactForm ADV
← LYDIA CHUNG LOKAdvisorregistration: previous registration
Jul 3, 2022 to Aug 11, 2025factForm ADV

Advises (1)

→ TRINITY LEGACY DYNAMIC OPTIONS FUND I, LPPrivate fundHedge Fund, IA
Sep 28, 2020 to presentfactForm ADV

Controls (9)

← BELL, LARRY, BRECKOwnerOWNER, ownership code D, individual
May 16, 2017 to Sep 16, 2024factForm ADV
← WILKINSON, JOHN, PAULOwnerMEMBER/CHIEF COMPLIANCE OFFICER/ CHIEF EXECUTIVE OFFICER, ownership code C, individual
May 16, 2017 to Sep 16, 2024factForm ADV
← BELL, LAURI, ANNOwnerOWNER, ownership code D, individual
May 16, 2017 to Sep 16, 2024factForm ADV
← DAWN RAWSON DECLARATION OF TRUST LIMITED PARTNEROwnerLIMITED PARTNER, ownership code C, domestic entity
Mar 28, 2024 to Sep 16, 2024factForm ADV
← LIFETREE FINANCIAL, LLCOwnerPARTNER/MEMBER, ownership code NA, domestic entity
May 16, 2017 to Sep 16, 2024factForm ADV
← POM ASSET MANAGEMENT, LPOwnerPARTNER/MEMBER, ownership code C, domestic entity
Mar 28, 2024 to Sep 16, 2024factForm ADV
← R & D RAWSON, LPOwnerMEMBER, ownership code C, domestic entity
May 16, 2017 to Sep 16, 2024factForm ADV
← RAWSON CHILDREN'S TRUSTOwnerMEMBER, ownership code E, domestic entity
Mar 28, 2024 to Sep 16, 2024factForm ADV
← RDKB RAWSON, LPOwnerMEMBER, ownership code C, domestic entity
May 16, 2017 to Sep 16, 2024factForm ADV

Owns (2)

← GARCIA, ANTHONY, LAURENCEOwnerMEMBER/PORTFOLIO ANALYST, ownership code NA, individual
Mar 22, 2018 to Sep 16, 2024factForm ADV
← HUNTER, JOHN, JOSEPHOwnerMEMBER/DIRECTOR, ownership code NA, individual
Feb 7, 2020 to Sep 16, 2024factForm ADV

Dated events

Occurred
Aug 11, 2025
Advisor changed firm
Lydia Chung Lok left Trinity Legacy Partners, Llc for Financial Plan, Inc. (registered 2026-06-05)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2024
Control person left
Glen Richard Rawson (Owner) no longer on Schedule A of Trinity Legacy Partners, Llc (listed 2023-03-28, absent 2024-03-28)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2024
Control person left
Marie Dawn Rawson (Owner) no longer on Schedule A of Trinity Legacy Partners, Llc (listed 2023-03-28, absent 2024-03-28)
Form ADVobserved 4 days ago
Occurred
May 16, 2017
First Form ADV filing
Trinity Legacy Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45bb31c6-2a1f-5fcd-2103-4ceb77037384
First observed: May 16, 2017
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRINITY LEGACY PARTNERS, LLC

CRD 159179

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45bb31c6-2a1f-5fcd-2103-4ceb77037384

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:15 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN PAUL WILKINSON

n/a

HOUSTON, TX

ANTHONY LAURENCE GARCIA

n/a

HOUSTON, TX

LARRY BRECK BELL

Certified Financial Planner

HOUSTON, TX

JOHN JOSEPH HUNTER

n/a

HOUSTON, TX

n/a

Alison Marie Mills

Certified Financial Planner

HOUSTON, TX

n/a

Campbell Stuart Gibson

n/a

HOUSTON, TX

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

TRINITY LEGACY DYNAMIC OPTIONS FUND I, LP

Hedge Fund

$12.7M

Sep 16, 2024

Sep 28, 2020

reported

021-370972

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BELL, LARRY, BRECK

Owner

yes

03/2014

May 16, 2017

Sep 16, 2024

BELL, LAURI, ANN

Owner

yes

03/2014

May 16, 2017

Sep 16, 2024

DAWN RAWSON DECLARATION OF TRUST LIMITED PARTNER

LIMITED PARTNER

yes

01/2024

Mar 28, 2024

Sep 16, 2024

LIFETREE FINANCIAL, LLC

PARTNER/MEMBER

yes

03/2014

May 16, 2017

Sep 16, 2024

POM ASSET MANAGEMENT, LP

PARTNER/MEMBER

yes

01/2024

Mar 28, 2024

Sep 16, 2024

R & D RAWSON, LP

Member

yes

05/2023

May 16, 2017

Sep 16, 2024

RAWSON CHILDREN'S TRUST

Member

yes

01/2024

Mar 28, 2024

Sep 16, 2024

RDKB RAWSON, LP

Member

yes

05/2023

May 16, 2017

Sep 16, 2024

WILKINSON, JOHN, PAUL

MEMBER/CHIEF COMPLIANCE OFFICER/ CHIEF EXECUTIVE OFFICER

yes

09/2011

May 16, 2017

Sep 16, 2024

GARCIA, ANTHONY, LAURENCE

MEMBER/PORTFOLIO ANALYST

12/2017

Mar 22, 2018

Sep 16, 2024

HUNTER, JOHN, JOSEPH

MEMBER/DIRECTOR

12/2019

Feb 7, 2020

Sep 16, 2024

City

State

Country

Employees

Also broker-dealer

THE WOODLANDS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$521M

$514M

n/a

2024

Apr 24, 2025

$460M

$444M

n/a

2023

Mar 28, 2024

$380M

$352M

$12.7M

2022

Mar 28, 2023

$335M

$300M

$12.8M

2021

Mar 30, 2022

$363M

$326M

$11.1M

2020

Mar 22, 2021

$282M

$245M

$7.2M

2019

Feb 7, 2020

$262M

$211M

n/a

2018

Mar 28, 2019

$170M

$169M

n/a

2017

Mar 22, 2018

$144M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$521M

$460M

13.2%

$335M

15.8%