# TRINITY PORTFOLIO ADVISORS, LLC

TRINITY PORTFOLIO ADVISORS, LLC of SOUTHLAKE, TX is an SEC-registered investment adviser.

## Registration

- CRD: 151721
- Type: SEC-registered investment adviser
- SEC file number: 801-70663
- Location: 121 COUNTRYSIDE COURT, SUITE 140, SOUTHLAKE, TX, 76092
- Phone: 817-416-7227
- Latest filing: 2026-07-17
- Regulatory AUM: $530.5M
- Discretionary AUM: $459.0M
- Non-discretionary AUM: $71.5M
- Clients: 13
- Accounts: 1,422

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| John Allen Chalk | FOUNDER/CCO | — |
| Jeri Marie Liedl | CHIEF OPERATING OFFICER | — |
| CULLUM DEE WAYNE | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| CHALK JOHN ALLEN | MEMBER; MEMBER / CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PLANO | TX | 1 | 214-450-6288 |
| GRANBURY | TX | 1 | 817-369-8875 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151721/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151721/similar
- Related entities: https://search.stillhousedata.com/firm/151721/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151721

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.