Triangulated Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Silver Lake OH
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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