$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2022
- Office Locations
- 1
Office Locations
-- Silver Lake OH
About Triangulated Capital Management, LLC
Triangulated Capital Management is a boutique RIA delivering tactical, research-driven portfolio management and asset allocation informed by a century of “great trader” study. The firm supports clients with portfolio construction and financial planning, typically implementing exposures through public funds and ETFs with cash management. Custody is reported with Charles Schwab.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$307.7K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Services
Available
Owner & Executives
G
GEORGE F COYLE
Chief Compliance Officer, Founder, Owner
- CRD
- #4408673
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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