Triangulated Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,000,000
Clients
13
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
TypicalAverage account size
$307,692
About
The firm primarily serves individual clients and offers discretionary portfolio management, financial planning for retirement accounts (including 401(k) advice), and consulting through bespoke research projects. As of January 1, 2026 the adviser managed approximately $3.9 million on a discretionary basis and delivers services using separately managed accounts.
Its investment approach blends quantitative and qualitative analysis, combining modern portfolio theory and process-oriented “principled” asset allocation with thematic equity research and discretionary trading; larger allocation decisions are guided by macro factors such as monetary policy and price action. The firm focuses on liquid public markets (single stocks and ETFs) and also implements strategies via futures where appropriate, reflecting the principal’s use of both indexing, quantitative systems, and discretionary trading.
Notable distinguishing features include the firm’s registration as a Commodity Trading Advisor (CTA) and NFA membership—an uncommon attribute for a small independent RIA—which enables futures-based implementations that can offer different leverage and tax characteristics. The principal routinely invests alongside clients and tests new methods in personal accounts before offering them, and the adviser produces custom research through a publishing affiliate, practices that may both inform strategies and align investment interests.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Factor investing / smart beta
Fee options
$500 for initial consultation covering up to two hours
$0+: 0.50% annually for traditional portfolio management services $0+: 1.00% annually for non-traditional portfolio management services
Main office location
Triangulated Capital Management, LLC
Silver Lake OH, United States
Number of offices
1
Most active in
Triangulated Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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