Wealth manager, independent · Houston, TX
Trinity Legacy Partners, LLC
SEC-registered investment adviser · CRD 159179 · SEC 801-110643
At a glance
Trinity Legacy Partners, LLC is an SEC-registered investment adviser based in Houston, Texas, with $521 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 356 individual clients. By Form ADV it is a wealth manager, ranked 2,812th of 8,915 wealth managers and 7,661st of 17,210 SEC-registered advisers by assets.
Main office 713-999-8053trinitylegacy.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $521M
- Rank among wealth managers
- #2,812 of 8,915
- Rank among all SEC RIAs
- #7,661 of 17,210
- Rank in Texas
- #500 of 1,081
- Individual clients
- 356
- High-net-worth clients
- 134
- Accounts
- 904
- Discretionary
- 99% of AUM
- Employees
- 7
- Advisory staff
- 6
- Offices
- 2
Owners and executives on its Form ADV
- John P. WilkinsonMember/chief Compliance Officer/ Chief Executive Officer
- Anthony L. GarciaMember/portfolio Analyst
- John J. HunterMember/director
- Campbell S. GibsonShareholder
- Silvia M. ZwickShareholder
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 134 | $442M | 85% |
| Individuals | 222 | $60M | 11% |
| Pooled investment vehicles | 1 | $14M | 3% |
| Charitable organizations | 1 | $5M | <1% |
| Corporations or other businesses | 2 | $1M | <1% |
Private funds
Trinity Legacy Partners, LLC reports 1 private funds with $14M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Trinity Legacy Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗trinitylegacy.com ↗
AtlasMembers
The full record on Trinity Legacy Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 5,347 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Trinity Legacy Partners, LLC manage?
Trinity Legacy Partners, LLC reports $521 million in regulatory assets under management across 904 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Trinity Legacy Partners, LLC?
Trinity Legacy Partners, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Trinity Legacy Partners, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($442 million, 134 clients); individuals ($60 million, 222 clients); pooled investment vehicles ($14 million, 1 clients).
Does Trinity Legacy Partners, LLC manage private funds?
Yes. It reports 1 private funds with $14 million in gross assets, including hedge funds.
Does Trinity Legacy Partners, LLC have any disciplinary history?
Trinity Legacy Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Trinity Legacy Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →