Trinity Fiduciary Partners, LLC (Arlington)

Name: Trinity Fiduciary Partners, LLC
Address: 200 N. Mesquite Street, Arlington, TX, 76011
Telephone: 877-334-1283

Trinity Fiduciary Partners, LLC is a large advisory firm based in Arlington. It manages $99.15 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Illinois, and Texas.

Trinity Fiduciary Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Trinity Fiduciary Partners: assets under management

The assets under management (AUM) of Trinity Fiduciary Partners, LLC is $99.15 million. The firm's AUM has grown by 2733% since the beginning of its operation, and $86.67 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $98.95 million in discretionary accounts and $204.56 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $562.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $204.56 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 42% of the total AUM. The second-largest asset type is investment and business development companies, which make up 33% of the firm’s portfolio. Investments in state and local bonds form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trinity Fiduciary Partners, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Nancy Ruth Benson serves?

The firm provides services to individuals, investment companies, and high net worth individuals. The largest group of clients of Nancy Ruth Benson is high net worth individuals with 11 clients and $51.1 million of assets under management. Among the 6 most similar advisory firms, Trinity Fiduciary Partners has the 3rd lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $95.01 million for 82 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Trinity Fiduciary Partners doesn't advise any private funds.

Careers at Trinity Fiduciary Partners, LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No 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.

Nancy Ruth Benson has been acting as President since 1 May 2010. Adam Eugene Auten has served as the Chief Investment Officer since 1 Jan 2005. Daniel Brendan Mulvey joined the executive team most recently as the Managing Director And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Samuel Joseph Saladino	Ceo and managing member	1 Jan 2005	Other	2719049
Adam Eugene Auten	Chief investment officer	1 Jan 2005	50% - 75%	4663303
Columba Reid	Elected manager	1 Jan 2007	Other	5273547
Columba Joerger Reid	Managing manager	1 Jan 2007	Other	5273547
Keith Hutton	Member	1 Jan 2007	Other	5273550
Clifford Fraim	Member	1 Jan 2007	Other	5273554
Ken Kollmeyer	Member	1 Jan 2007	Other	5273558
Ron Craig	Member	1 Jan 2007	Other	5273559
Frances Fraim	Member	1 Jul 2007	Other	5466861
Leslie Heidt	Member	1 Oct 2007	Other	5466859
Bill Zerrusen	Member	1 Jul 2009	Other	5725018
William Dean Zerrusen	Managing member	1 Jul 2009	Other	5725018
John Charles Horan	Chief compliance officer	1 Jan 2010	Other	4519680
Nancy Ruth Benson	President	1 May 2010	Other	5809229
Nancy Poskey Benson	Cfo	1 May 2010	Other	5809229
Douglas Wayne Classen	Member	1 Oct 2010	Other	874218
Duane Rudolph Roberts	Member	1 Mar 2011	Other	4346543
Javier Noriega Creixell	Managing member	1 Dec 2011	Other	5948063
Llc Iwp Holdings	Member	1 Apr 2012	50% - 75%	452075879
Carmen Elizabeth Fahy	Chief compliance officer	1 May 2012	Other	6056806
Thomas Howard Payne	Director of operations	1 Sep 2016	Other	4177697
Thomas H Payne	Director of operations	1 Sep 2016	Other	4177697
Daniel Brendan Mulvey	Managing director and chief compliance officer	1 Mar 2019	Other	1976010

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Samuel Joseph Saladino	Owner	1 Apr 2011	25% - 50%	2719049

Based in Arlington

The principal office where Trinity Fiduciary Partners, LLC performs its advisory services is located at 200 N. Mesquite Street, Arlington, TX 76011, 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 877-334-1283 or by fax 817-549-0091. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at trinityfiduciary.com.