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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

TRINITY INVESTMENT ADVISORS, LLC

CRD 141039

WEST CHESTER, PA

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:60676625-5b1c-3495-e623-3be262b91a43

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 1
Observed: Apr 11, 2012 to Mar 18, 2026
18 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Trinity Investment Advisors, LLC

Investment consultant · shared crd

Facts

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

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $388MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $388M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $97.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 34
SEC number: 801-66958
CRD: 141039
Filings on the tape: 18
First filed: Apr 11, 2012
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, PA

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
MICHAEL KEVIN MCCABE	n/a	DEERFIELD, IL \| WEST CHESTER, PA \| West Chester, PA	19	31	2	no
JENNIFER TRACEY KIRBY	n/a	Wilmington, DE \| West Chester, PA \| WEST CHESTER, PA \| DEERFIELD, IL	14	22	2	no
RICHARD DENNIS PEARCE	n/a	WEST CHESTER, PA	14	33	2	no
CARMELA LEE ELCO	n/a	West Chester, PA \| Wayne, PA \| DEERFIELD, IL \| WEST CHESTER, PA	5	26	3	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
MCCABE, MICHAEL, KEVIN	MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	06/2006	Apr 11, 2012	Apr 24, 2024

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 18, 2026	$388M	$388M	3	3	0	n/a	n/a
2024	Mar 12, 2025	$342M	$342M	3	3	0	n/a	n/a
2023	Mar 27, 2024	$301M	$301M	3	3	0	n/a	n/a
2021	Mar 31, 2022	$262M	$0	3	3	0	n/a	n/a
2020	Mar 26, 2021	$207M	$207M	3	3	0	n/a	n/a
2019	Mar 31, 2020	$186M	$10.0M	1	1	0	n/a	n/a
2018	Mar 18, 2019	$136M	$8.5M	1	1	0	n/a	n/a
2017	Mar 26, 2018	$135M	$9.7M	1	1	0	n/a	n/a
2016	Mar 15, 2017	$128M	$8.7M	1	1	n/a	n/a	n/a
2015	Mar 23, 2016	$10.0M	$7.0M	1	1	n/a	n/a	n/a
2014	Apr 2, 2015	$129M	$124M	1	1	n/a	n/a	n/a
2013	Mar 13, 2014	$119M	$113M	1	1	n/a	n/a	n/a
2012	Mar 20, 2013	$102M	$96.4M	1	1	n/a	n/a	n/a
2011	Apr 11, 2012	$95.0M	$13.0M	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	0	0	0.0%	0	0	0	0	0

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	$388M	$342M	13.4%	n/a	n/a	3	3	0	0

Relationships

Registered with (4)

← CARMELA LEE ELCOAdvisorregistration: current employment
Mar 25, 2021 to presentfactForm ADV
← RICHARD DENNIS PEARCEAdvisorregistration: current employment
Jun 11, 2012 to presentfactForm ADV
← JENNIFER TRACEY KIRBYAdvisorregistration: current employment
Jun 7, 2012 to presentfactForm ADV
← MICHAEL KEVIN MCCABEAdvisorregistration: previous registration
Jun 30, 2006 to Dec 31, 2006factForm ADV

Controls (1)

← MCCABE, MICHAEL, KEVINOwnerMEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 11, 2012 to Apr 24, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60676625-5b1c-3495-e623-3be262b91a43
First observed: Apr 11, 2012
Last observed: Mar 18, 2026 6 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 INVESTMENT ADVISORS, LLC

CRD 141039

WEST CHESTER, PA

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:60676625-5b1c-3495-e623-3be262b91a43

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL KEVIN MCCABE

n/a

DEERFIELD, IL | WEST CHESTER, PA | West Chester, PA

JENNIFER TRACEY KIRBY

n/a

Wilmington, DE | West Chester, PA | WEST CHESTER, PA | DEERFIELD, IL

RICHARD DENNIS PEARCE

n/a

WEST CHESTER, PA

CARMELA LEE ELCO

n/a

West Chester, PA | Wayne, PA | DEERFIELD, IL | WEST CHESTER, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCCABE, MICHAEL, KEVIN

MEMBER & CHIEF COMPLIANCE OFFICER

yes

06/2006

Apr 11, 2012

Apr 24, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$388M

n/a

2024

Mar 12, 2025

$342M

n/a

2023

Mar 27, 2024

$301M

n/a

2021

Mar 31, 2022

$262M

n/a

2020

Mar 26, 2021

$207M

n/a

2019

Mar 31, 2020

$186M

$10.0M

n/a

2018

Mar 18, 2019

$136M

$8.5M

n/a

2017

Mar 26, 2018

$135M

$9.7M

n/a

2016

Mar 15, 2017

$128M

$8.7M

n/a

2015

Mar 23, 2016

$10.0M

$7.0M

n/a

2014

Apr 2, 2015

$129M

$124M

n/a

2013

Mar 13, 2014

$119M

$113M

n/a

2012

Mar 20, 2013

$102M

$96.4M

n/a

2011

Apr 11, 2012

$95.0M

$13.0M

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

$388M

$342M

13.4%

n/a