Clay
Acer

Trinity Financial Advisors LLC

CRD#6112873
Investment Advisor
in Columbus, OH

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About this Advisor

Clay Acer is a financial advisor based in Columbus, Ohio, working with Trinity Financial Advisors LLC. Clay has previously held positions at Trinity Financial Advisors LLC, Wallick Communities, Cardinal Health, and Wealthstone. Clay has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Clay is part of Trinity Financial Advisors LLC, which operates out of Columbus, Ohio. The firm has 7 employees and manages assets totaling $487.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Trinity Financial Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

760 Communications Parkway Suite 200
Columbus, OH 43214

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Trinity Financial Advisors LLC Brokerage Details

Total Assets Under Management

$487,330,733

OH Average: $2,106,341,625
Total Number of Employees

7

OH Average: 34
Total Number of Accounts

982

OH Average: 1,972
Average Account Size

$496,263

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Clay Acer Work History

2017 - Present (8 years)

Trinity Financial Advisors LLC

2016 - 2017 (1 year)

Wallick Communities

2015 - 2015 (< 1 year)

Wealthstone

2012 - 2015 (3 years)

Cardinal Health

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Clay Acer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Trinity Financial Advisors LLC

Anthony Calvino
Columbus, OH
Clay Acer
Columbus, OH
Kristina Green
Columbus, OH
Geoffrey Biehn
Columbus, OH
Benjamin Hartings
Columbus, OH

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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