Wealth manager, independent · Overland Park, KS
Triune Financial Partners, LLC
SEC-registered investment adviser · CRD 152277 · SEC 801-70960
At a glance
Triune Financial Partners, LLC is an SEC-registered investment adviser based in Overland Park, Kansas, with $1.5B in regulatory assets under management as of its Form ADV filed March 27, 2026. It reports 770 individual clients, 351 of them high-net-worth, holding an average of about $1.6 million each, and 24 employees. That ranks it 716th among the nation’s 5,657 independent wealth management RIAs and 13th of 74 in Kansas. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 913-825-6100triunefp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among independent wealth managers
- #716 of 5,657
- Rank among all SEC RIAs
- #4,222 of 17,210
- Rank in Kansas
- #13 of 74
- Individual clients
- 770
- High-net-worth clients
- 351
- Accounts
- 2,584
- Discretionary
- 81% of AUM
- Employees
- 24
- Advisory staff
- 11
- Offices
- 1
Owners and executives on its Form ADV
- Jefferey R. JaworskiOwner / Managing Partner
- Melissa P Figeac-NanezChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Triune Financial Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 351 | $1.0B | 69% |
| Pension and profit sharing plans | 128 | $284M | 19% |
| Individuals | 419 | $183M | 12% |
| Corporations or other businesses | 3 | $7M | <1% |
| Charitable organizations | 1 | $1M | <1% |
Disciplinary disclosures
Triune Financial 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
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗triunefp.com ↗
AtlasMembers
The full record on Triune Financial 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, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,495 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Kansas
All of Kansas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| CGN Advisors, LLCManhattan | $1.6B | 1,281 |
| Kavar Capital PartnersLeawood | $1.6B | 449 |
| Triad Wealth Partners, LLCLawrence | $1.5B | 3,896 |
| Sunesis Advisors, LLCOverland Park | $1.5B | 15 |
| Lexaurum AdvisorsOverland Park | $1.3B | 2,189 |
| Financial Partners Group, Inc.Overland Park | $1.1B | 1,213 |
Background
Questions
How much does Triune Financial Partners, LLC manage?
Triune Financial Partners, LLC reports $1.5B in regulatory assets under management across 2,584 accounts, 81% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
How many clients does Triune Financial Partners, LLC have?
It reports 770 individual clients: 351 high-net-worth individuals and 419 other individuals. Individuals account for about 81% of its regulatory assets.
Where is Triune Financial Partners, LLC headquartered?
Its main office is in Overland Park, Kansas. It reports 1 office in total and 24 employees, 11 of whom perform investment advisory functions.
How does Triune Financial Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Triune Financial Partners, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed March 27, 2026, it reports these amounts held: Charles Schwab ($782M); Fidelity ($443M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Triune Financial Partners, LLC a hybrid RIA with a broker-dealer?
Triune Financial Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Triune Financial Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Triune Financial Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Triune Financial 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →