RIA Intel›Advisers›Texas›TRINITY INVESTMENT MANAGEMENT, LLC

TRINITY INVESTMENT MANAGEMENT, LLC

Advisory

N·FORT WORTH, TX

Data as of Jul 13, 2026 · Source: SEC Form ADV

Total AUM

$126M

1-Year AUM Growth

-7.7%

3-Year CAGR

-2.5%

Employees

4

Assets Under Management

Total AUM$126M

Discretionary AUM$107M

Non-Discretionary AUM$19M

Discretionary %85.1%

Total Clients51

Team

Total Employees4

Investment Advisers5

Employee Growth (1Y)-20.0%

Filing History

Total Filings on Record85

First FilingJan 31, 2005

Latest FilingJul 13, 2026

🔒 Full AUM trend chart and 85 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRINITY INVESTMENT MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.