Trinity Financial Advisors LLC (Columbus)

Name: Trinity Financial Advisors LLC
Address: 760 Communications Parkway, Columbus, OH, 43214
Telephone: 614-848-7667

Trinity Financial Advisors LLC is a large advisory firm based in Columbus. It manages $214.89 million of regulatory assets for 582 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Trinity Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Trinity Financial Advisors: assets under management

The assets under management (AUM) of Trinity Financial Advisors LLC is $214.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 420% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $214.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $369.23 thousand each.

Trinity Financial Advisors has custody of $140.85 million in cash and securities for 97 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 49% of the total AUM. The second-largest asset type is exchange traded securities, which make up 35% of the firm’s portfolio. Investments in investment grade corporate bonds form 12% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trinity Financial Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Geoffrey Robert Biehn serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Geoffrey Robert Biehn is high net worth individuals with 65 clients and $180.93 million of assets under management. Among the 8 most similar advisory firms, Trinity Financial Advisors has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $214.89 million for 111 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Trinity Financial Advisors doesn't advise any private funds.

Careers at Trinity Financial Advisors LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Geoffrey Robert Biehn has been acting as President since 1 May 2004. John William Wimbiscus joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John William Wimbiscus	Principal	1 Jul 1999	75% - 100%	2771598
Geoffrey Robert Biehn	President/chief compliance officer	1 May 2004	75% - 100%	4873865
John William Wimbiscus	Chief compliance officer	1 Oct 2004	75% - 100%	2771598

Based in Columbus

The principal office where Trinity Financial Advisors LLC performs its advisory services is located at 760 Communications Parkway, Columbus, OH 43214, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-848-7667 or by fax 614-595-4167. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at tfadvisors.com.