Triton Investments, LLC

Overview

Triton Investments, LLC is a state registered investment adviser based in Bismarck, ND, registered since 2018. It reports $17M in assets under management across 200 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$17M

Discretionary

100%

Accounts

200

Average account

$85.2K

Employees

3

Advisory reps

3

Registered since

2018

Jurisdictions

2

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Investment Companies

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Charles Mark Coleman Managing Member, Chief Compliance Officer CRD 6869716
• Patrick Thomas Schmitz Chief Operating Officer, Ia Representative CRD 7080808

Advisory reps 3 of 3

• Charles Mark Coleman Investment Adviser Rep CRD 6869716
• Patrick Thomas Schmitz Investment Adviser Rep CRD 7080808
• Travis James Vatnsdal Insurance Agent · Investment Adviser Rep CRD 6920257

Location

Headquarters

201 Slate Dr Ste 5
Bismarck, ND 58503

County

Burleigh

Metro area

Bismarck, ND

Region

Midwest

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: tritoninvestments.net

Every state, with registration dates

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