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Founder/cco · Trinity Portfolio Advisors, LLC

John A. Chalk

CRD 4266208 · Named on Form ADV at one SEC-registered adviser

At a glance

Trinity Portfolio Advisors, LLC, an SEC-registered wealth manager based in Southlake, TX with $531 million in regulatory assets, lists John A. Chalk on its Form ADV as Founder/cco, a control person.

Firms and roles

AtlasMembers

John’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jeri M. LiedlChief Operating Officer, Trinity Portfolio 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 John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.