Triangulated Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 323119
- Website
- tricapm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Triangulated Capital Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on private clients — primarily individuals and families — and provides financial planning alongside discretionary portfolio management for individuals, small businesses, and some business or institutional clients. Its fee model includes a percentage-of-assets component and other fee arrangements. The firm does not market itself as an active ESG investor, is not a multi-state adviser, and does not identify as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities20%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
George Coyle
Chief Investment OfficerCRD 4408673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations