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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TRINITY WEALTH ADVISORS LLC

TRINITY WEALTH ADVISORS, L.L.C., CRD 109452

ST. LOUIS, MO

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:e513420e-156b-8a97-373f-cec5cd1ee4ac

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Mar 30, 2012 to Aug 18, 2026
31 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=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $282MItem 5.F on the latest filing (2026-08-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $231M
Private client RAUM: $272MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $70.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 540
Individual clients: 51
High net worth clients: 81
Custody, client assets: $51.0M
SEC number: 801-55428
CRD: 109452
Filings on the tape: 31
First filed: Mar 30, 2012
Latest filed: Aug 18, 2026
Organised: Limited Liability Company, MO
Website: trinitywealth.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
ALAN M SMITH	Certified Financial Planner	ST. LOUIS, MO \| EUREKA, MO	12	39	n/a	no
JAMES BARRY EVENS	Certified Financial Planner	ST. LOUIS, MO	7	36	n/a	no
ERIC PAUL STEINER	Certified Financial Planner	ST. LOUIS, MO	7	33	n/a	no
JAMES EDWARD MATUSH	Certified Financial Planner	ST. LOUIS, MO	7	45	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
EVENS, JAMES, BARRY	Partner	B	yes	07/2004	Mar 30, 2012	Jul 2, 2024
MATUSH, JAMES, EDWARD	CEO/COO/PARTNER	D	yes	07/2004	Mar 30, 2012	Jul 2, 2024
SMITH, ALAN, MCMULLEN	CHIEF COMPLIANCE OFFICER	Na	yes	09/2016	Mar 30, 2012	Jul 2, 2024
STEINER, ERIC, PAUL	MANAGING DIRECTOR	Na	yes	12/2023	Mar 30, 2012	Jul 2, 2024

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
BUSINESS OWNER STRATEGIES, INC.	n/a	State registered	$9.8M	N	no	n/a
B.O.S. GROUP, INC.	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 25, 2026	$282M	$231M	8	4	0	n/a	n/a
2024	Mar 18, 2025	$259M	$229M	7	4	0	n/a	n/a
2023	Mar 26, 2024	$257M	$232M	7	4	0	n/a	n/a
2022	Mar 30, 2023	$280M	$236M	7	4	0	n/a	n/a
2021	Mar 28, 2022	$295M	$291M	7	4	0	n/a	n/a
2020	Mar 23, 2021	$238M	$234M	7	4	0	n/a	n/a
2019	Mar 5, 2020	$226M	$221M	7	4	0	n/a	n/a
2018	Mar 25, 2019	$197M	$191M	7	4	0	n/a	n/a
2017	Mar 30, 2018	$205M	$199M	7	4	0	n/a	n/a
2016	Mar 28, 2017	$154M	$149M	7	4	n/a	n/a	n/a
2015	Mar 29, 2016	$147M	$142M	8	5	n/a	n/a	n/a
2014	Mar 25, 2015	$180M	$174M	8	5	n/a	n/a	n/a
2013	Mar 4, 2014	$180M	$173M	8	5	n/a	n/a	n/a
2012	Mar 28, 2013	$208M	$141M	8	6	n/a	n/a	n/a
2011	Mar 30, 2012	$199M	$136M	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	$282M	$259M	8.7%	$280M	0.2%	8	7	0	0

Relationships

Affiliated with (1)

→ ASA ADVISORS, INC.Registered adviserother investment adviser
factForm ADV

Registered with (5)

← ALAN M SMITHAdvisorregistration: current employment
Dec 23, 2020 to presentfactForm ADV
← JAMES EDWARD MATUSHAdvisorregistration: current employment
Jun 10, 2019 to presentfactForm ADV
← JAMES BARRY EVENSAdvisorregistration: current employment
Apr 3, 2019 to presentfactForm ADV
← ERIC PAUL STEINERAdvisorregistration: current employment
Apr 3, 2019 to presentfactForm ADV
← JAMES JACKSON LOGSDON JRAdvisorregistration: previous registration
Feb 26, 2019 to Jun 10, 2019factForm ADV

Controls (4)

← SMITH, ALAN, MCMULLENOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Jul 2, 2024factForm ADV
← EVENS, JAMES, BARRYOwnerPARTNER, ownership code B, individual
Mar 30, 2012 to Jul 2, 2024factForm ADV
← STEINER, ERIC, PAULOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 30, 2012 to Jul 2, 2024factForm ADV
← MATUSH, JAMES, EDWARDOwnerCEO/COO/PARTNER, ownership code D, individual
Mar 30, 2012 to Jul 2, 2024factForm ADV

Dated events

Occurred
Mar 26, 2024
Control person joined
Paul Eric Steiner (Managing Director) appeared on Schedule A of Trinity Wealth Advisors Llc
Form ADVobserved 5 days ago
Occurred
Mar 23, 2021
Control person left
Paul Eric Steiner (Managing Partner) no longer on Schedule A of Trinity Wealth Advisors Llc (listed 2020-10-22, absent 2021-03-23)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e513420e-156b-8a97-373f-cec5cd1ee4ac
First observed: Mar 30, 2012
Last observed: Aug 18, 2026 33 days 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 WEALTH ADVISORS LLC

TRINITY WEALTH ADVISORS, L.L.C., CRD 109452

ST. LOUIS, MO

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:e513420e-156b-8a97-373f-cec5cd1ee4ac

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:50 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALAN M SMITH

Certified Financial Planner

ST. LOUIS, MO | EUREKA, MO

n/a

JAMES BARRY EVENS

Certified Financial Planner

ST. LOUIS, MO

n/a

ERIC PAUL STEINER

Certified Financial Planner

ST. LOUIS, MO

n/a

JAMES EDWARD MATUSH

Certified Financial Planner

ST. LOUIS, MO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EVENS, JAMES, BARRY

Partner

yes

07/2004

Mar 30, 2012

Jul 2, 2024

MATUSH, JAMES, EDWARD

CEO/COO/PARTNER

yes

07/2004

Mar 30, 2012

Jul 2, 2024

SMITH, ALAN, MCMULLEN

CHIEF COMPLIANCE OFFICER

yes

09/2016

Mar 30, 2012

Jul 2, 2024

STEINER, ERIC, PAUL

MANAGING DIRECTOR

yes

12/2023

Mar 30, 2012

Jul 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BUSINESS OWNER STRATEGIES, INC.

n/a

State registered

$9.8M

n/a

B.O.S. GROUP, INC.

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$282M

$231M

n/a

2024

Mar 18, 2025

$259M

$229M

n/a

2023

Mar 26, 2024

$257M

$232M

n/a

2022

Mar 30, 2023

$280M

$236M

n/a

2021

Mar 28, 2022

$295M

$291M

n/a

2020

Mar 23, 2021

$238M

$234M

n/a

2019

Mar 5, 2020

$226M

$221M

n/a

2018

Mar 25, 2019

$197M

$191M

n/a

2017

Mar 30, 2018

$205M

$199M

n/a

2016

Mar 28, 2017

$154M

$149M

n/a

2015

Mar 29, 2016

$147M

$142M

n/a

2014

Mar 25, 2015

$180M

$174M

n/a

2013

Mar 4, 2014

$180M

$173M

n/a

2012

Mar 28, 2013

$208M

$141M

n/a

2011

Mar 30, 2012

$199M

$136M

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

$282M

$259M

8.7%

$280M

0.2%