Daniel Shrigley Meader
Investment adviser representative at Trinity Investors Fund Advisors, LLC
27 yearsExperience
1 stateRegistered in
CFADesignation
$606.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Trinity Investors Fund Advisors, LLCJul 2023 to now
- Trinity Private Equity GroupMay 1999 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Trinity Investors Fund Advisors, LLC
$606.6MAssets managed
56Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4789581
- Firm CRD
- 314603