Triflame Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,123,828
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
70
17% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
70
Very HighAverage account size
$387,483
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
Financial planning
Portfolio management
Expertise
Wealth management
Cash flow / budgeting
Retirement income strategy
Debt management
General tax planning
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 location
Triflame Capital
Roseville CA, United States
Number of offices
1
Most active in
Triflame Capital has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")