Triad Investment Management, LLC
Triad Investment Management, LLC is an SEC-registered ria with $119.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Triad Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146786, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $119.5M (2026-06-16)
- Firm type
- Ria
- Employees
- 2
- Clients
- 45
- CRD
- 146786
- Ownership
- HELDMAN, JOHN, EDWARD; HUTCHISON, DAVID, MICHAEL; THE DAVID AND BROOKE HUTCHISON FAMILY TRUST ESTABLISHED JULY 25, 2018; HUTCHISON, BROOKE, GILMOUR; HELDMAN FAMILY TRUST U/A 6/16/2011
How much AUM does Triad Investment Management, LLC have?
Triad Investment Management, LLC reported $119.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Triad Investment Management, LLC?
Disclosed owners and executives of Triad Investment Management, LLC include HELDMAN, JOHN, EDWARD, HUTCHISON, DAVID, MICHAEL, THE DAVID AND BROOKE HUTCHISON FAMILY TRUST ESTABLISHED JULY 25, 2018, HUTCHISON, BROOKE, GILMOUR, HELDMAN FAMILY TRUST U/A 6/16/2011. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.