Triflame Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,123,828
Clients
70
Advisors
1
of 1 employees
About
TriFlame Capital is an independent advisory firm founded in June 2024 that provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, charitable organizations and business entities, the latter being a client type relatively uncommon among solo independent advisors. The firm manages roughly $27.6 million across about 70 client relationships and generally expects a $500,000 account minimum.
TriFlame delivers ongoing discretionary portfolio management and may engage sub‑advisors to implement agreed models and execute trades while retaining overall client relationships and authority to hire or terminate sub‑advisors. Its investment process draws on a blend of fundamental, technical and cyclical analysis, Modern Portfolio Theory and Monte Carlo planning, with quarterly account reviews, rebalancing and consideration of tax‑loss harvesting.
Notable operational features include a required custodial relationship with Altruist and the firm’s practice of not voting client proxies (clients receive and vote their own proxies directly). As a recently established solo adviser that uses sub‑advisors and a single custodial platform, TriFlame combines a small advisory structure with delegated portfolio implementation and platform integration.
Client services
Expertise
Fee options
Financial planning flat fees between $2,000 and $5,000
$0 - $3,000,000: 1.20% annually $3,000,001 - $10,000,000: 1.00% annually $10,000,001+: Negotiable
$250 per hour for financial planning services
Account minimum: $500,000
Main office
5098 Foothills Blvd., Suite 3, Pmb: 306
Roseville CA 95747
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Triflame Capital · Triflame Capital LLC
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.
Forms ADV
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