RIA Intel›Advisers›North Dakota›TRITON INVESTMENTS, LLC

TRITON INVESTMENTS, LLC

Advisory

BISMARCK, ND

Data as of Apr 6, 2026 · Source: SEC Form ADV

Average account

$85K

across 200 accounts

AUM per adviser

$6M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, ND

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

79 clients

4 high-net-worth

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

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Advisers of similar size in ND

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

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$19M

EIGHTH WONDER INVESTMENTS LLC

$13M

FLYWAY FINANCIAL LLC

$8M

SHOCKMAN FINANCIAL COMPANIES LLC

$36M

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