Chase Estrada
Professional Summary
Chase Estrada, who also goes by Chase Aaron Estrada, is a registered financial advisor currently at TRINITY PORTFOLIO ADVISORS, LLC located in Southlake, Texas. Chase is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Chase has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chase Aaron Estrada
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
ADAMI, LINDSEY & COMPANY, LLP | VOGEL FINANCIAL GROUP | TRINITY PORTFOLIO ADVISORS, LLC | TRINITY LS INVESTMENTS, LLC | TRINITY LS FUND III | TRINITY 2015 LS FUND | TRINITY 2014 LS FUND | THE M GROUP | TEXOMA FINANCIAL SERVICES, LP | RYLANDER, CLAY & OPITZ | PRIDE FINANCIAL ADVISORS | PATTON FINANCIAL SERVICES | NVEST WEALTH MANAGEMENT | HAYDEN FINANCIAL PARTNERS | GOLLOB, MORGAN & PEDDY FINANCIAL SERVICES | FREE4HIM, LLC | FORD & JOSLIN, LLC | FERGUSON OBERST WEALTH MANAGEMENT | ESTRADA WEBB & ASSOCIATES | COVENANT FAMILY FINANCIAL | CHARIS MULTI FAMILY OFFICE | CHALK, CULLUM & ASSOCIATES | CHALK CULLUM WEALTH MANAGEMENT, LLC | ALLEN WEALTH ADVISORS, LLC
Contact Information
Main Address
121 Countryside Court Suite 140, Southlake, TX 76092Phone Number
(817) 416-7227# of Employees
13SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,422AUM (Assets Under Management)
$530,536,813Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/24/2026 | Cover Page | Report |
| 10/22/2025 | Cover Page | Report |
| 09/13/2024 | Cover Page | Report |
| 10/27/2023 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ADAMI, LINDSEY & COMPANY, LLP | VOGEL FINANCIAL GROUP | TRINITY PORTFOLIO ADVISORS, LLC | TRINITY LS INVESTMENTS, LLC | TRINITY LS FUND III | TRINITY 2015 LS FUND | TRINITY 2014 LS FUND | THE M GROUP | TEXOMA FINANCIAL SERVICES, LP | RYLANDER, CLAY & OPITZ | PRIDE FINANCIAL ADVISORS | PATTON FINANCIAL SERVICES | NVEST WEALTH MANAGEMENT | HAYDEN FINANCIAL PARTNERS | GOLLOB, MORGAN & PEDDY FINANCIAL SERVICES | FREE4HIM, LLC | FORD & JOSLIN, LLC | FERGUSON OBERST WEALTH MANAGEMENT | ESTRADA WEBB & ASSOCIATES | COVENANT FAMILY FINANCIAL | CHARIS MULTI FAMILY OFFICE | CHALK, CULLUM & ASSOCIATES | CHALK CULLUM WEALTH MANAGEMENT, LLC | ALLEN WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(3/12/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Chase Estrada's CRS (Customer Relationship Summary).
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