Triton Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,187,574
Clients
77
Advisors
3
across 2 offices
About
Triton Investments, LLC provides discretionary portfolio management primarily for individual and high-net-worth clients and also lists corporations or business entities among its clients. The firm manages approximately $17.0 million in client assets across two advisors and documents client objectives in individualized Investment Policy Statements as the basis for ongoing portfolio oversight.
The firm’s investment approach emphasizes modern portfolio theory, long-term trading, and a preference for passively managed index ETFs, with an active rebalancing process that considers portfolio drift, client profile changes, and ETF premium/discount to NAV. Triton requires clients to custody assets at Charles Schwab Advisor Services, produces quarterly account reporting, and tailors model allocations to client-imposed restrictions when necessary.
What distinguishes Triton from many peers is a stated outside-business affiliation: one principal is a licensed real estate agent and owner of Atlas Rental LLC and may offer real estate-related products or advice to clients, a relationship disclosed as a potential conflict of interest. The firm also notes the use and presentation of performance information in its materials — including hypothetical or predecessor-type performance alongside the standard “past performance is not indicative of future results” caution — and it serves corporate/investment-company clients while not engaging third‑party sub‑advisers.
Client services
Expertise
Fee options
$0 - $99,999: 0.70% $100,000 - $999,999: 0.65% $1,000,000 - $1,999,999: 0.60% $2,000,000 - $4,999,999: 0.55% $5,000,000 - And Up: 0.50%
Fee-only: Asset-based portfolio management fees billed monthly in arrears; no commissions; no performance fees.
Main office
See office201 Slate Drive, Suite 5
Bismarck ND 58503
Advisors at this office
2
Offices (2)
Most active in
Minnesota · North Dakota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Travis V
Series 63, Series 65
Bismarck, ND
Triton Investments, LLC
Travis Vatnsdal is a financial advisor with Triton Investments, LLC in Bismarck, ND. He holds the Series 63 and Series 65 designations and has seven years of industry experience. Prior to joining Triton Investments, he worked at Northwestern Mutual in various capacities from 2018 to 2026. Triton Investments provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate and business entity clients. The firm employs a long-term, modern portfolio theory approach, focusing on passively managed index ETFs with active rebalancing tailored to client needs.
Charles C
Series 65
Bismarck, ND
Triton Investments, LLC
Charles Coleman is a Series 65-licensed financial advisor with eight years of industry experience, currently with Triton Investments, LLC in Bismarck, ND. His prior experience includes roles at Regal Investment Advisors and Sanford Health. Triton Investments provides discretionary portfolio management to individual, high-net-worth, and corporate clients. The firm applies modern portfolio theory with a focus on passive index ETFs, using active rebalancing and customized Investment Policy Statements to guide portfolio oversight.
Patrick S
Series 65
Blaine, MN
Triton Investments, LLC
Patrick Schmitz is a financial advisor at Triton Investments, LLC with six years of industry experience. He holds a Series 65 designation and has worked in real estate brokerage since 2022 while also owning and managing Atlas Rental LLC, a real estate investment company. Prior to his current roles, he was employed at Xcel Energy and Dakota Gasification Company. Triton Investments, LLC provides discretionary portfolio management primarily for individual and high-net-worth clients, employing a long-term investment approach centered on passively managed index ETFs and active rebalancing. The firm manages approximately $17 million in assets and customizes portfolios based on client objectives documented in Investment Policy Statements.
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