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 |
|---|---|---|
Silver Lake, OH
| 3
|
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