T
Trinvest Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,700,000
Total clients
31
23% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
31
Average account size
$409,677
About
Trinvest Advisors, LLC provides portfolio management and financial planning to individuals (including high‑net‑worth clients) and to corporations or business entities. The firm’s disclosures indicate it also serves a notable number of non‑U.S. clients in addition to its U.S. clientele.
The firm documents client goals and risk tolerances in an Investment Policy Statement, generally seeks discretionary authority to implement strategies, and reviews accounts at least monthly. Its investment process uses fundamental and technical analysis alongside modern portfolio theory and can employ long‑ and short‑term trading, margin and options, and allocations to mutual funds, ETFs, REITs, hedge funds, private equity, venture capital and non‑U.S. securities.
What differentiates this practice from many small independent advisers is its exposure to non‑U.S. clients and its provision of portfolio management for corporate/institutional clients, both of which are uncommon in this peer group. Additional notable features include an outside consulting relationship with a Caribbean financial services firm and the firm’s use of alternative and leveraged instruments and fee‑sharing arrangements when directing clients to third‑party advisers, all of which are disclosed as potential sources of conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Concentrated stock management
Fee options
$200 to $1,000 per financial plan
$0 - $250,000: 1.50% $250,000 - $2,000,000: 1.00% $2,000,000 - $20,000,000: 0.75%
Main office location
Trinvest Advisors, LLC
Volente TX, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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