A complete list of active advisors currently associated with Triangulated Capital Management, LLC

Warmer can help you find a great advisor at Triangulated Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Triangulated Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
George Coyle profile photo George Coyle
Silver Lake, OH
4
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)