Wealth Manager
    SEC Registered
    Manages Private Funds

    Triune Financial Partners, LLC

    Registered investment advisor · Overland Park, Kansas · CRD #152277

    Assets Under Management
    $1.5B
    Client Accounts
    2,584
    Employees
    24
    CRD Number
    152277
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Triune Financial Partners, LLC

    Triune Financial Partners, LLC is a fiduciary investment advisory firm based in Overland Park, KS, managing over $939 million in assets for 610 clients. It offers flat fee financial planning services and is SEC-registered. The firm's principal shareholder is Jefferey Robert.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Triune Financial Partners, LLC

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    Frequently Asked Questions

    What is Triune Financial Partners, LLC's AUM?

    Triune Financial Partners, LLC reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Triune Financial Partners, LLC headquartered?

    Triune Financial Partners, LLC is headquartered in Overland Park, Kansas.

    What is Triune Financial Partners, LLC's CRD number?

    Triune Financial Partners, LLC's CRD number is 152277. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Triune Financial Partners, LLC manage?

    Triune Financial Partners, LLC manages approximately 2,584 client accounts according to its latest SEC filing.

    Is Triune Financial Partners, LLC SEC registered?

    Yes, Triune Financial Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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