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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-09-2004
- Office Locations
- 1
Office Locations
About Trinity Financial Advisors LLC
Trinity Financial Advisors is a Columbus, OH fee-only RIA providing financial planning and investment advisory services to individuals and families. The team takes a planning-first, disciplined approach tailored to each client’s circumstances and commonly implements portfolios using ETFs, index funds and fixed income. Custody is primarily at Charles Schwab, and the firm has grown largely through client referrals.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEOFFREY ROBERT BIEHN
Chief Compliance Officer, President
- CRD
- #4873865
- Ownership
- 75% or more
BENJAMIN JOHN HARTINGS
Partner, VICE PRESIDENT
- CRD
- #6162027
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Christen Ann Biddlestone
--
- CRD
- #8312078
Anthony Alexander Calvino
Wealth Advisory Associate
- CRD
- #7154481
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $668,454,566 | $587,911 |
| Non-Discretionary | $1,539,261 | $769,631 |
| Total | $669,993,827 | $588,230 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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