DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Trinity Financial Advisors LLC
Latest filing Apr 29, 2026
First filing on the tape Mar 19, 2015 · 23 filings
SEC status approved since Apr 1, 2015
RAUM
$670M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$670M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$112M
derived; firm RAUM over IAPD count
Employees
9
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$670M as of Apr 29, 2026
Feb 4, 2016$117M then
HNW client RAUM$637M as of Apr 29, 2026
Mar 21, 2018$184M then
State-registered IARs (5.B.3)6 as of Apr 29, 2026
Feb 4, 20162 then
Employees (5.A)9 as of Apr 29, 2026
Feb 4, 20163 then
Private funds1 as of Apr 29, 2026
Mar 21, 20251 then
RAUM +15% over the last fiscal year+19% a year over threeIARs 5 to 6
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $112MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 35derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.5MderivedHNW RAUM over HNW clients
- Average account
- $588,230derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.0%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $310M, 208 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$637M95%
- Individuals$32.7M4.9%
- Corporations and businesses$315,6870.0%
- Individual clients
- 67reported
- HNW clients
- 141reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,139reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $310M for 208 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Geoffrey Robert BiehnCertified Financial Planner | Columbus, Oh | Nov 9, 2004 | 21 y | 0 |
| Benjamin John HartingsCertified Financial Planner | Columbus, Oh | Nov 7, 2018 | 13 y | 0 |
| Kristina Marie Green | Columbus, Oh | May 10, 2022 | 10 y | 1 |
| Anthony Alexander Calvino | Columbus, Oh | Jun 21, 2023 | 13 y | 0 |
| Joshua Ryan ShafferChartered Financial Analyst | Columbus, Oh | Apr 9, 2026 | 10 y | 3 |
| Christen Ann Biddlestone | Columbus, Oh | Jul 16, 2026 | 17 y | 0 |
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 17% of current headcount1 left over 36 months
Left, latest
- Clay J Acer to Everhart AdvisorsMar 23, 2026 · RIA to RIA
- Brando Lewis Reyna to Novare Capital ManagementApr 11, 2016 · Other
Joined, latest
- Joshua Ryan Shaffer from Hamilton CapitalApr 9, 2026 · RIA to RIA
- Kristina Marie Green from Thrivent Investment Management Inc.May 10, 2022 · Affiliated broker-dealer or bank to independent RIA
- Brando Lewis Reyna from Thor Wealth Management IncApr 13, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Robert Geoffrey Biehn · Member / Chief Compliance Officer / President / Treasurer / Secretarycontrolsince 05/2004 · owns 75% or more
- John Benjamin Hartings · Senior Vice Presidentcontrolsince 01/2022 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Columbus, Oh · principal | 6 | 2 | 0 | ||
| Wprthington, Oh | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,077 to 1,139Aug 13, 2025 to Mar 24, 2026
- Advisory employees · 5 to 6Aug 13, 2025 to Mar 24, 2026
- Corporate clients · unset to 2.0Aug 13, 2025 to Mar 24, 2026
- HNW clients · 137 to 141Aug 13, 2025 to Mar 24, 2026
- Individual clients · 65 to 67Aug 13, 2025 to Mar 24, 2026
- Assets in custody · $343M to $310MAug 13, 2025 to Mar 24, 2026
- Employees · 8 to 9Aug 13, 2025 to Mar 24, 2026
- State-registered IARs · 5 to 6Aug 13, 2025 to Mar 24, 2026
- Discretionary RAUM · $580M to $668MAug 13, 2025 to Mar 24, 2026
- HNW RAUM · $553M to $637MAug 13, 2025 to Mar 24, 2026
- Individual RAUM · $27.3M to $32.7MAug 13, 2025 to Mar 24, 2026
- Non-discretionary RAUM · $0 to $1.5MAug 13, 2025 to Mar 24, 2026
- RAUM · $580M to $670MAug 13, 2025 to Mar 24, 2026
- Accounts · 982 to 1,077Oct 24, 2024 to Mar 21, 2025
- HNW clients · 120 to 137Oct 24, 2024 to Mar 21, 2025
- Individual clients · 60 to 65Oct 24, 2024 to Mar 21, 2025
- Assets in custody · $206M to $343MOct 24, 2024 to Mar 21, 2025
- Employees · 7 to 8Oct 24, 2024 to Mar 21, 2025
- Financial planning clients · 101-250 to 101-250Oct 24, 2024 to Mar 21, 2025
- Private funds · unset to 1Oct 24, 2024 to Mar 21, 2025
- Discretionary RAUM · $486M to $580MOct 24, 2024 to Mar 21, 2025
- HNW RAUM · $463M to $553MOct 24, 2024 to Mar 21, 2025
- Individual RAUM · $24.5M to $27.3MOct 24, 2024 to Mar 21, 2025
- Non-discretionary RAUM · $1.4M to $0Oct 24, 2024 to Mar 21, 2025
- RAUM · $487M to $580MOct 24, 2024 to Mar 21, 2025
- Accounts · 915 to 982Mar 2, 2023 to Mar 9, 2024
- Advisory employees · 4 to 5Mar 2, 2023 to Mar 9, 2024
- HNW clients · 121 to 120Mar 2, 2023 to Mar 9, 2024
- Individual clients · 61 to 60Mar 2, 2023 to Mar 9, 2024
- Assets in custody · $274M to $206MMar 2, 2023 to Mar 9, 2024
- Employees · 6 to 7Mar 2, 2023 to Mar 9, 2024
- State-registered IARs · 4 to 5Mar 2, 2023 to Mar 9, 2024
- Discretionary RAUM · $399M to $486MMar 2, 2023 to Mar 9, 2024
- HNW RAUM · $375M to $463MMar 2, 2023 to Mar 9, 2024
- Individual RAUM · $22.0M to $24.5MMar 2, 2023 to Mar 9, 2024
- Non-discretionary RAUM · $0 to $1.4MMar 2, 2023 to Mar 9, 2024
- RAUM · $399M to $487MMar 2, 2023 to Mar 9, 2024
- Accounts · 853 to 915Mar 28, 2022 to Mar 1, 2023
- Advisory employees · 3 to 4Mar 28, 2022 to Mar 1, 2023
- HNW clients · 115 to 121Mar 28, 2022 to Mar 1, 2023
Signals
2 dated events
- Clay J Acer left Trinity Financial Advisors Llc for Everhart Advisors (registered 2026-03-05)Mar 23, 2026 · Advisor changed firm · fact
- Trinity Financial Advisors Llc filed its initial SEC registration (Form ADV)Mar 19, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Trinity Financial Advisors LLC · Independent Sponsorsshared crd · capital_provider
- Trinity Financial Advisors LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business email
- jmetz@tfadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 614-848-7661reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 614-848-7667reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/trinity-financial-advisors-llc-tfa/peopreportedpublic record, Form ADV, Sep 17, 2026
- Website
- TFADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 614-848-7667reportedpublic record, Form ADV, Apr 29, 2026
- Team page
- tfadvisors.com/meet-the-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $112Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026