Triton Investments, LLC

Triton Investments, LLC is a fee-only investment adviser registered with the securities regulators of Minnesota, North Dakota, with its main office in Bismarck, North Dakota. On its latest Form ADV, filed April 6, 2026, it reports $17M in regulatory assets under management, 77 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Minnesota, North Dakota
Firm CRD number	297585
Office	201 Slate Drive Suite 5 Bismarck, ND 58503
Phone	(701) 425-3374
Website	tritoninvestments.net
Regulatory assets under management	$17M
Individual clients	73 non-high-net-worth, 4 high-net-worth
Financial planning clients	Not reported
How it charges	Percentage of assets
Services	Portfolio management
Employees	3
Disciplinary disclosures	None reported
Latest Form ADV filing	April 6, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Bismarck

• Capital City Wealth Management, Inc. $130M
• Bona Fide Finance $16M

See all 3 fee-only advisers in Bismarck →