RIA Intel›Advisers›Ohio›TRIANGULATED CAPITAL MANAGEMENT, LLC

TRIANGULATED CAPITAL MANAGEMENT, LLC

Advisory

OH

Data as of Jun 1, 2026 · Source: SEC Form ADV

Average account

$308K

across 13 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 1, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

13 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

OMEGA CAPITAL MANAGEMENT LLC

$4M

WEALTH PINNACLE, INC.

$4M

FAIRPOINT WEALTH MANAGEMENT, LLC

$4M

OWNERSHIP ADVISORS, INC.

$4M

THOMAS EVERETT INVESTMENTS, LLC

$4M

42 INVESTMENT ADVISORY GROUP, LLC.

PEPPER PIKE, OH

$4M

Get the full picture on TRIANGULATED CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TRIANGULATED CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans