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.

Former SEC-registered adviser

Trinity Investment Advisors

Former SEC-registered adviserCRD 146805SEC 801-69052IAPD
Legal name Trinity Charitable Fund Advisors, LLC
Latest filing Feb 5, 2015
First filing on the tape Dec 7, 2011 · 6 filings
RAUM
$16.0M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$16.0M as of Jan 6, 2015
Dec 7, 2011$28.0M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jan 6, 2015
Dec 7, 20110 then
Employees (5.A)1 as of Jan 6, 2015
Apr 1, 20131 then
Private funds: no history
RAUM +0.8% over the last fiscal year-20% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Feb 5, 2015; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$2.0MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+0.8%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
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
  • 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
8reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Randall Richard Cloud · President, Chief Compliance Officercontrol
    since 01/2008 · owns 75% or more
Related persons
Schedule D 7.A
  • Cloud Capital LLC
    investment advisern
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 7 to 8
    Mar 27, 2014 to Jan 6, 2015
  • Discretionary RAUM · $15.9M to $16.0M
    Mar 27, 2014 to Jan 6, 2015
  • RAUM · $15.9M to $16.0M
    Mar 27, 2014 to Jan 6, 2015
  • Accounts · 11 to 7
    Apr 1, 2013 to Mar 27, 2014
  • Discretionary RAUM · $31.3M to $15.9M
    Apr 1, 2013 to Mar 27, 2014
  • RAUM · $31.3M to $15.9M
    Apr 1, 2013 to Mar 27, 2014
  • Accounts · 25 to 11
    Apr 3, 2012 to Apr 1, 2013
  • Advisory employees · unset to 1.0
    Apr 3, 2012 to Apr 1, 2013
  • Employees · unset to 1.0
    Apr 3, 2012 to Apr 1, 2013
  • Discretionary RAUM · $31.0M to $31.3M
    Apr 3, 2012 to Apr 1, 2013
  • RAUM · $31.0M to $31.3M
    Apr 3, 2012 to Apr 1, 2013
  • Accounts · 11 to 25
    Dec 7, 2011 to Apr 3, 2012
  • Business name · TRINITY CHARITABLE FUND ADVISORS, LLC to TRINITY INVESTMENT ADVISORS
    Dec 7, 2011 to Apr 3, 2012
  • Discretionary RAUM · $28.0M to $31.0M
    Dec 7, 2011 to Apr 3, 2012
  • RAUM · $28.0M to $31.0M
    Dec 7, 2011 to Apr 3, 2012
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
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
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026