Triton Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,036,932
Total clients
77
5% high-net worth
Total advisors
3
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
26
Average account size
$221,259
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 location
Triton Investments, LLC
201 Slate Drive, Suite 5
Bismarck ND 58503, United States
Number of 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
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