Trinity Asset Management, Inc.
- Regulatory AUM
- $55.1M
- Discretionary
- $51.9M
- Clients
- 37
- Avg AUM / client
- $1.5M
- Accounts
- 110
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 20 | $51.7M | 93.9% |
| High net worth individuals | 17 | $3.4M | 6.14% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Francis Gilmartin | Registered representative | CFA | Jul 1998 (28y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (11)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Nfl Pension Plan | National Football League | 1,600 | $544M | 04/01/2024 |
| The National Football League Capital Accumulation Plan | Indianapolis Colts, Inc. | 263 | $71.9M | 01/01/2024 |
| The National Football League Capital Accumulation Plan | Buffalo Bills, Llc | 298 | $91.1M | 01/01/2024 |
| The National Football League Capital Accumulation Plan | Chargers Football Company | 277 | $53.4M | 01/01/2024 |
| The National Football League Capital Accumulation Plan | National Football League | 2,051 | $254M | 01/01/2024 |
| The National Football League Capital Accumulation Plan | National Football League | 143 | $99.4M | 01/01/2024 |
| The National Football League Capital Accumulation Plan | Pittsburgh Steelers, Llc | 219 | $38.2M | 01/01/2024 |
| The National Football League Capital Accumulation Plan | Green Bay Packers, Inc. | 1,409 | $79.8M | 01/01/2024 |
| The National Football League Capital Accumulation Plan | Football Northwest, Llc | 403 | $59.2M | 01/01/2024 |
| The National Football League Capital Accumulation Plan | San Francisco Forty Niners, Limited | 471 | $102M | 01/01/2024 |
| The National Football League Capital Accumulation Plan | Baltimore Ravens Limited | 304 | $56.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/20/2026 | 980 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 20, 2026.
View current Form ADV (SEC/IAPD) ↗