Tritonpoint Partners, Llc
- Regulatory AUM
- $286M
- Discretionary
- $286M
- Clients
- 74
- Avg AUM / client
- $3.9M
- Accounts
- 795
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 32 | $22.7M | 7.94% |
| High net worth individuals | 42 | $264M | 92.1% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Kevan Schiff | Owner | Sep 2024 (2y) | 10% – 25% | |
| Gregory Edward Blake | Owner | Sep 2024 (2y) | 10% – 25% | |
| Hughes, Harold, Laroy | Chief Compliance Officer, Ceo | Sep 2024 (2y) | 10% – 25% | |
| Vailes, Deatra | Owner | Sep 2024 (2y) | 10% – 25% | |
| William Alan Sterling | Owner | Sep 2024 (2y) | 10% – 25% | |
| Gregory Todd Powers | Registered representative | CFP Chartered Financial Consultant | Feb 2025 (1y) | |
| Megan Hayden | Registered representative | CFP | Feb 2025 (1y) | |
| Meredith Anne Mc Call | Registered representative | Feb 2025 (1y) | ||
| Jonathan Joseph Amoia | Registered representative | Jan 2026 (1y) | ||
| Robert Louis Sichel | Registered representative | May 2026 (0y) | ||
| Richard Ira Sichel | Registered representative | May 2026 (0y) | ||
| Matthew Charles Sanchez | Registered representative | CFP | May 2026 (0y) | |
| Carlos Alberto Sanchez | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Dynasty Financial Partners, Llc | Llc Member Owner | Sep 2024 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $285M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗