Joshua Ryan Shaffer
Investment adviser representative at Trinity Financial Advisors LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$670MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Trinity Financial Advisors LLCMar 2026 to now
- Bxe CapitalOct 2021 to now
- Whitney Peak CapitalMar 2019 to Oct 2021
- Hamilton Capital Management, Inc.Jun 2018 to Feb 2019
- Halite Partners, LLCMar 2017 to Jun 2018
- Morgan StanleyMar 2016 to May 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OH).
Trinity Financial Advisors LLC
$670MAssets managed
210Clients
6Advisers
11 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
- 5351641
- Firm CRD
- 133191