Vice President and Partner · Trinity Financial Advisors LLC
Benjamin J. Hartings
CRD 6162027 · Named on Form ADV at one SEC-registered adviser
At a glance
Trinity Financial Advisors LLC, an SEC-registered wealth manager based in Columbus, OH with $670 million in regulatory assets, lists Benjamin J. Hartings on its Form ADV as Vice President and Partner, a control person.
Firms and roles
- Trinity Financial Advisors LLCVice President and PartnerWealth manager · Columbus, OH · $670M in regulatory assets
AtlasMembers
Benjamin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Geoffrey R. BiehnChief Compliance Officer and President, Trinity Financial Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.