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Trinity Charitable Fund Advisors, LLC (Jay)


Trinity Charitable Fund Advisors, LLC is an adviser based in Jay. It manages $16 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Oklahoma.

Trinity Charitable Fund Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trinity Charitable Fund Advisors: assets under management

The assets under management (AUM) of Trinity Charitable Fund Advisors, LLC is $16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 220% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trinity Charitable Fund Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jay

The principal office where Trinity Charitable Fund Advisors, LLC performs its advisory services is located at 53987 East 353 Road, Jay, OK 74346, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 918-314-1220. The normal business hours are 9 - 4 on Monday - Friday.


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