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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

TRIUNE FINANCIAL PARTNERS, LLC

CRD 152277

OVERLAND PARK, KS

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:5b846a2e-e62b-6a69-11bd-18ba0b7b8b2b

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 6
On other graphs: 0
Observed: Nov 23, 2011 to Mar 27, 2026
63 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=0.81 fund_share=0.0 institutional_share=0.19 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.5BItem 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: $1.2B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 81%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $95.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 24
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,584
Individual clients: 419
High net worth clients: 351
SEC number: 801-70960
CRD: 152277
Filings on the tape: 63
First filed: Nov 23, 2011
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, KS

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
GEOFFREY SEAN HUBER	Certified Financial Planner\|Chartered Financial Consultant	OVERLAND PARK, KS	16	34	3	no
JEFFEREY ROBERT JAWORSKI	Certified Financial Planner	OVERLAND PARK, KS	16	34	4	no
ROBERT ALEXANDER SPARROW	Certified Financial Planner	OVERLAND PARK, KS	16	26	2	no
ROBERT WESLEY CREW	Certified Financial Planner\|Chartered Financial Analyst	OVERLAND PARK, KS	16	34	3	no
MELISSA P FIGEAC-NANEZ	n/a	OVERLAND PARK, KS	10	14	2	no
KYLE EUGENE KRULL	Certified Financial Planner	OVERLAND PARK, KS	10	33	1	no
J EMERSON HARTZLER	n/a	Overland Park, KS	9	18	2	no
ANYA JO GROVENBURG	n/a	OVERLAND PARK, KS	8	12	1	no
HAL FREDERICK WOOD	n/a	Lenexa, KS	8	31	n/a	no
Rece Dawson	Certified Financial Planner	OVERLAND PARK, KS	2	10	n/a	no
John Henry Scherschligt	n/a	OVERLAND PARK, KS	2	13	n/a	no
THOMAS CLAUDE ELMS	Certified Financial Planner	OVERLAND PARK, KS	2	11	1	no
Brandon Blankenship	Certified Financial Planner	OVERLAND PARK, KS	2	15	4	no
Bryce Ian Miller	n/a	OVERLAND PARK, KS	1	11	n/a	no
Blaine Cline	Certified Financial Planner	OVERLAND PARK, KS	0	10	n/a	no
ASHLEY Fitzhugh DALY	n/a	OVERLAND PARK, KS	0	14	n/a	no

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
FIGEAC-NANEZ, MELISSA, P	CHIEF COMPLIANCE OFFICER	Na	yes	01/2016	Mar 27, 2026	Mar 27, 2026
JAWORSKI, JEFFEREY, ROBERT	OWNER / MANAGING PARTNER	E	yes	01/2021	Mar 27, 2026	Mar 27, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ALVIN OLIVER BOCKWINKEL	n/a	n/a	n/a	N	no	n/a
KYLE KRULL	n/a	n/a	n/a	N	no	n/a

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	$1.5B	$1.2B	24	11	0	n/a	n/a
2024	Mar 20, 2025	$1.3B	$1.1B	24	13	0	n/a	n/a
2023	Mar 29, 2024	$1.1B	$918M	24	12	0	n/a	n/a
2022	Mar 30, 2023	$940M	$754M	22	10	0	n/a	n/a
2021	Mar 29, 2022	$1.0B	$826M	23	10	0	n/a	n/a
2020	Mar 30, 2021	$832M	$648M	18	10	0	n/a	n/a
2019	Mar 30, 2020	$699M	$545M	20	11	0	n/a	n/a
2018	Mar 28, 2019	$636M	$468M	18	8	0	n/a	n/a
2017	Mar 29, 2018	$577M	$429M	19	8	0	n/a	n/a
2016	Mar 29, 2017	$458M	$346M	16	8	n/a	n/a	n/a
2015	Mar 29, 2016	$410M	$261M	16	7	n/a	n/a	n/a
2014	Feb 16, 2015	$327M	$254M	15	7	n/a	n/a	n/a
2013	Mar 27, 2014	$278M	$221M	15	8	n/a	n/a	n/a
2012	Feb 19, 2013	$177M	$153M	13	6	n/a	n/a	n/a
2011	Mar 21, 2012	$147M	$133M	n/a	n/a	n/a	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	1	-1	6.3%	0	0	0	2	2

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	$1.5B	$1.3B	17.1%	$940M	17.4%	24	24	0	0

Relationships

Registered with (22)

← ASHLEY Fitzhugh DALYAdvisorregistration: current employment
May 29, 2026 to presentfactForm ADV
← Blaine ClineAdvisorregistration: current employment
Apr 27, 2026 to presentfactForm ADV
← Bryce Ian MillerAdvisorregistration: current employment
Jun 18, 2025 to presentfactForm ADV
← Brandon BlankenshipAdvisorregistration: current employment
Sep 13, 2024 to presentfactForm ADV
← THOMAS CLAUDE ELMSAdvisorregistration: current employment
May 2, 2024 to presentfactForm ADV
← John Henry ScherschligtAdvisorregistration: current employment
Mar 1, 2024 to presentfactForm ADV
← Rece DawsonAdvisorregistration: current employment
Sep 22, 2023 to presentfactForm ADV
← HAL FREDERICK WOODAdvisorregistration: current employment
Jan 2, 2018 to presentfactForm ADV
← ANYA JO GROVENBURGAdvisorregistration: current employment
Nov 16, 2017 to presentfactForm ADV
← J EMERSON HARTZLERAdvisorregistration: previous registration
Jan 8, 2010 to Aug 13, 2015factForm ADV
← KYLE EUGENE KRULLAdvisorregistration: current employment
Jul 12, 2016 to presentfactForm ADV
← MELISSA P FIGEAC-NANEZAdvisorregistration: current employment
Mar 16, 2016 to presentfactForm ADV
← ROBERT WESLEY CREWAdvisorregistration: current employment
Jan 11, 2010 to presentfactForm ADV
← GEOFFREY SEAN HUBERAdvisorregistration: current employment
Jan 8, 2010 to presentfactForm ADV
← JEFFEREY ROBERT JAWORSKIAdvisorregistration: current employment
Jan 8, 2010 to presentfactForm ADV
← ROBERT ALEXANDER SPARROWAdvisorregistration: current employment
Jan 8, 2010 to presentfactForm ADV
← Anne Elinor WinshipAdvisorregistration: previous registration
Apr 18, 2024 to May 14, 2026factForm ADV
← BRYAN JAMES GUMAdvisorregistration: previous registration
Aug 27, 2015 to Feb 24, 2025factForm ADV
← Richard David ArmstrongAdvisorregistration: previous registration
Dec 2, 2020 to Mar 10, 2023factForm ADV
← STEVEN PAUL ANDERSONAdvisorregistration: previous registration
Sep 28, 2021 to Jan 27, 2023factForm ADV
← Matthew M BickleyAdvisorregistration: previous registration
Apr 5, 2019 to May 28, 2020factForm ADV
← MARTIN ANDREW GARRISONAdvisorregistration: previous registration
Sep 23, 2013 to Oct 9, 2014factForm ADV

Controls (2)

← JAWORSKI, JEFFEREY, ROBERTOwnerOWNER / MANAGING PARTNER, ownership code E, individual
Nov 23, 2011 to Mar 29, 2024factForm ADV
← FIGEAC-NANEZ, MELISSA, POwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2016 to Mar 29, 2024factForm ADV

Dated events

Occurred
May 14, 2026
Advisor changed firm
Anne Elinor Winship left Triune Financial Partners, Llc for Lnw (registered 2026-08-14)
Form ADVobserved 3 days ago
Occurred
Feb 24, 2025
Advisor changed firm
Bryan James Gum left Triune Financial Partners, Llc for Xypn Sapphire (registered 2025-03-24)
Form ADVobserved 3 days ago
Occurred
Mar 10, 2023
Advisor changed firm
Richard David Armstrong left Triune Financial Partners, Llc for Moneta Group Investment Advisors, Llc (registered 2023-05-02)
Form ADVobserved 3 days ago
Occurred
Jan 27, 2023
Advisor changed firm
Steven Paul Anderson left Triune Financial Partners, Llc for Umb Financial Services, Inc. (registered 2023-02-15)
Form ADVobserved 3 days ago
Occurred
Mar 29, 2022
Control person left
Philip James Mullinix (Partner) no longer on Schedule A of Triune Financial Partners, Llc (listed 2022-02-08, absent 2022-03-29)
Form ADVobserved 3 days ago
Occurred
Mar 29, 2018
Regulatory AUM changed
Triune Financial Partners, Llc reported RAUM $577.4M, up 26% from $457.9M (2018-01-24 to 2018-03-29)
Form ADVobserved 3 days ago
$119M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5b846a2e-e62b-6a69-11bd-18ba0b7b8b2b
First observed: Nov 23, 2011
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.

TRIUNE FINANCIAL PARTNERS, LLC

CRD 152277

OVERLAND PARK, KS

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:5b846a2e-e62b-6a69-11bd-18ba0b7b8b2b

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GEOFFREY SEAN HUBER

Certified Financial Planner|Chartered Financial Consultant

OVERLAND PARK, KS

JEFFEREY ROBERT JAWORSKI

Certified Financial Planner

OVERLAND PARK, KS

ROBERT ALEXANDER SPARROW

Certified Financial Planner

OVERLAND PARK, KS

ROBERT WESLEY CREW

Certified Financial Planner|Chartered Financial Analyst

OVERLAND PARK, KS

MELISSA P FIGEAC-NANEZ

n/a

OVERLAND PARK, KS

KYLE EUGENE KRULL

Certified Financial Planner

OVERLAND PARK, KS

J EMERSON HARTZLER

n/a

Overland Park, KS

ANYA JO GROVENBURG

n/a

OVERLAND PARK, KS

HAL FREDERICK WOOD

n/a

Lenexa, KS

n/a

Rece Dawson

Certified Financial Planner

OVERLAND PARK, KS

n/a

John Henry Scherschligt

n/a

OVERLAND PARK, KS

n/a

THOMAS CLAUDE ELMS

Certified Financial Planner

OVERLAND PARK, KS

Brandon Blankenship

Certified Financial Planner

OVERLAND PARK, KS

Bryce Ian Miller

n/a

OVERLAND PARK, KS

n/a

Blaine Cline

Certified Financial Planner

OVERLAND PARK, KS

n/a

ASHLEY Fitzhugh DALY

n/a

OVERLAND PARK, KS

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FIGEAC-NANEZ, MELISSA, P

CHIEF COMPLIANCE OFFICER

yes

01/2016

Mar 27, 2026

JAWORSKI, JEFFEREY, ROBERT

OWNER / MANAGING PARTNER

yes

01/2021

Mar 27, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ALVIN OLIVER BOCKWINKEL

n/a

KYLE KRULL

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$1.5B

$1.2B

n/a

2024

Mar 20, 2025

$1.3B

$1.1B

n/a

2023

Mar 29, 2024

$1.1B

$918M

n/a

2022

Mar 30, 2023

$940M

$754M

n/a

2021

Mar 29, 2022

$1.0B

$826M

n/a

2020

Mar 30, 2021

$832M

$648M

n/a

2019

Mar 30, 2020

$699M

$545M

n/a

2018

Mar 28, 2019

$636M

$468M

n/a

2017

Mar 29, 2018

$577M

$429M

n/a

2016

Mar 29, 2017

$458M

$346M

n/a

2015

Mar 29, 2016

$410M

$261M

n/a

2014

Feb 16, 2015

$327M

$254M

n/a

2013

Mar 27, 2014

$278M

$221M

n/a

2012

Feb 19, 2013

$177M

$153M

n/a

2011

Mar 21, 2012

$147M

$133M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

6.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$1.3B

17.1%

$940M

17.4%