RIA Intel›Advisers›South Carolina›RED TRIANGLE, LLC

RED TRIANGLE, LLC

Advisory

MT. PLEASANT, SC

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in SC

#166

of 188 advisers by AUM

Average account

$216K

across 282 accounts

AUM per adviser

$61M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$61M

Discretionary AUM$61M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients164

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

164 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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