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TRINITY INVESTMENT ADVISORS, LLC

C36
CRD 141039·SEC 801-66958·WEST CHESTER, PA
AUM
$388.2M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRINITY INVESTMENT ADVISORS, LLC
CRD
141039
SEC file #
801-66958
EIN
—
DBA names
—

Economics

AUM
$388.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$135.5M → $388.2M▲ +187%
Client mix
Pension Profit Sharing Plans34

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
1 advisors → 3 advisors▲ +200%
Primary office
WEST CHESTER PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
linkedin.com/company/trinity-advisors-group(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCCABE, MICHAEL, KEVIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MCCABE, MICHAEL, KEVIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
78,328
Form 5500 Compensation Trajectory 3y
202578,328
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
78,328
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2583198
Trust Company Affiliate
No

People (4)

4
MCCABE, MICHAEL, KEVIN
IAR · Direct Owner · 87.5%
2583198
RICHARD DENNIS PEARCE
IAR
358781
JENNIFER TRACEY KIRBY
IAR
1699098
CARMELA LEE ELCO
IAR
4171482