This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-21-2009
- Office Locations
- 3
Office Locations
About Trinity Portfolio Advisors, LLC
Trinity Portfolio Advisors is a Texas-based financial planning and wealth management firm helping clients align wealth with their values. The team builds and manages strategic portfolios focused on protecting and growing investment assets and provides ongoing planning and progress reviews. Trinity also serves as plan advisor to multiple qualified retirement plans, including 401(k)s, offering plan design support for business owners; custody includes Fidelity/NFS.
Reported data analysis
What the numbers show
Between April 16, 2025 and July 17, 2026, reported AUM increased 8.7%, from $488.2M to $530.5M.
Across 5 reported observations, AUM increased 67.7% between March 25, 2022 and July 17, 2026, from $316.4M to $530.5M.
Of the latest reported AUM, 86.5% is discretionary and 13.5% is non-discretionary.
The firm reports 9 advisory representatives and 672 clients, or 74.7 clients per representative. That equates to $789.5K in reported AUM per client.
The profile lists 3 reported office locations and 17 years in operation. The source data was last updated on July 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Trinity Portfolio Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
Unlock the underlying categories and values
The full Trinity Portfolio Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN ALLEN CHALK JR.
FOUNDER
- CRD
- #4266208
- Ownership
- 75% or more
JERI MARIE LIEDL
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
AARON RODERICK ESTRADA
Managing Partner
- CRD
- #4120496
Chase Estrada
--
- CRD
- #7682934
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $459,024,490 | $410,944 |
| Non-Discretionary | $71,512,323 | $234,467 |
| Total | $530,536,813 | $373,092 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Trinity Portfolio Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.