TritonPoint Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
TritonPoint Partners reports 74 clients. They include 42 high-net-worth individuals and 32 individual clients. Of its assets, 100.0% ($286M across 795 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 8% |
| High-net-worth individuals | 57% | 92% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 32 | $22.7M | 7.9% | $711K |
| High-net-worth individuals | 42 | $264M | 92.1% | $6.28M |
| Total | 74 | $286M | 100% | $3.87M |
- Clients
- 32
- Regulatory AUM
- $22.7M
- AUM share
- 7.9%
- Avg. per client
- $711K
- Clients
- 42
- Regulatory AUM
- $264M
- AUM share
- 92.1%
- Avg. per client
- $6.28M
Total
- Clients
- 74
- Regulatory AUM
- $286M
- AUM share
- 100%
- Avg. per client
- $3.87M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
TritonPoint Partners charges up to 1.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Hourly or flat fees for financial planning and consulting: the maximum hourly fee will not exceed $350, and flat fees range typically from $2,500 to $10,000.
- Retirement Plan Consulting
- Flat fees range from $750 to $25,000; fees based on a percentage of managed plan assets will not exceed 1.00%.
The leadership team of TritonPoint Partners includes Chief Compliance Officer Deatra Vailes. It has 6 employees, 3 of them in advisory roles.
Leadership
- Deatra VailesOwner, Chief Compliance Officer
- Eduardo AndradePartner, Managing Director
- Gregory BlakeOwner
- Harold HughesOwner
- Gregory PowersPartner, Managing Director
- Andrew SchiffOwner
- William SterlingOwner
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
- Jonathan Joseph Amoia
- Gregory Edward Blake
- Austin Dale Edmunds
- Megan L Hayden
- Meredith Anne McCall
- Gregory Todd Powers
- Carlos Alberto Sanchez
- Matthew Charles Sanchez
- Richard Ira Sichel
- Robert Louis Sichel
Staff
- 6 employees
- 3 in advisory functions
- 5 state-registered reps
- 2 insurance agents
- 1 soliciting firm
- Owns 10% to 25% of Tritonpoint Partners, LLC
Gregory Blake
Control person · since September 2024
- Owns 10% to 25% of Tritonpoint Partners, LLC
William Sterling
Control person · since September 2024
- Owns 10% to 25% of Tritonpoint Partners, LLC
Deatra Vailes
Control person · since September 2024
- Owns 10% to 25% of Tritonpoint Partners, LLC
Dynasty Financial Partners, LLC
since September 2024
- Owns 75% or more of Dynasty Financial Partners, LLC
Dynasty Financial Holdings, LLC
Control person · since December 2022
- Owns 25% to 50% of Dynasty Financial Holdings, LLC
GF-Dynasty Holdings LLC
Control person · since January 2016
- Owns 75% or more of GF-Dynasty Holdings LLC
GF Hudson LLC
Control person · since June 2016
- Owns 75% or more of GF Hudson LLC
Gfny LLC
Control person · since December 1987
- Owns 10% to 25% of Tritonpoint Partners, LLC
Harold Hughes
Control person · since September 2024
- Owns 10% to 25% of Tritonpoint Partners, LLC
Gregory Powers
since October 2025
- Owns 5% to 10% of Tritonpoint Partners, LLC
Temerity Holdings, LLC
since February 2025
- Owns 5% to 10% of Tritonpoint Partners, LLC
Eduardo Andrade
since December 2025
- Owns 5% to 10% of Tritonpoint Partners, LLC
Andrew Schiff
Control person · since September 2024
TritonPoint Partners’ regulatory assets grew 2.6× from $110M (May 2025) to $286M (May 2026); clients rose from 44 to 74 and employees from 4 to 6. Between 2025 and 2026, 3 advisory firms and teams joined it. The most recent was The Philadelphia Trust, in May 2026.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $286M | 74 | 6 | 7 |
| May 2025 | $110M | 44 | 4 | 2 |
Firms that joined
20262 joined
- The Philadelphia TrustTeamNo filed AUM
- Sandhill Investment Management (Sand Hill Investment Management)TeamNo filed AUM
20251 joined
- Raymond JamesTeamNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, TritonPoint Partners has 6 offices (1 private residence, listed without an address), with 6 listed addresses across 5 states.
California · 2 listed addresses
- 4225 Executive Square, La Jolla
- 7755 Center Avenue, Huntington Beach
Florida · 1 listed address
- 25 N Market Street, Jacksonville
Maryland · 1 listed address
- 5404 Wisconsin Ave, Ste. 330, Chevy ChaseHQ
New Jersey · 1 listed address
- 100 Overlook Center, Princeton
New York · 1 listed address
- 4490 Boncrest DR W, Buffalo
Other business names
TritonPoint Partners has reported 1 other business name to the SEC.
- Advocate Wealth
Contact and registration details
- Legal name
- Tritonpoint Partners, LLC
- Headquarters
- 5404 Wisconsin Ave, Ste. 330, Chevy Chase, MD 20815
- Website
- tritonpointpartners.com
- Phone
- 301-799-9001
- @tritonpoint-partners
- SEC file
- 801-131295
- Founded
- 2024
- Structure
- Delaware LLC
- Fiscal year end
- December
TritonPoint Partners uses Fidelity ($285M) as custodian for its separately managed accounts. TritonPoint Partners has custody of $142M in client assets for 149 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $285M100%
At year end, TritonPoint Partners’ separately managed accounts were mostly in stocks (64%) and bonds (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.21B across 351 positions; the largest are Apple Inc. (8.4%), Alphabet Inc. (4.1%) and Alphabet Inc. (3.7%).
What the accounts hold
- Stocks64%
- Funds11%
- Bonds19%
- Investment grade corporate bonds18%
- U.S. government and agency bonds1%
- Cash6%
Reported 13F holdings
- $1.21B
- Reported 13F value
- 351
- Positions
- 33.9%
- In the 10 largest
- +343.8%
- Value vs. prior quarter
- Apple Inc.8.4%
- Alphabet Inc. · Cap Stk CL A4.1%
- Alphabet Inc. · Cap Stk CL C3.7%
- Amazon Com Inc.3.4%
- Vanguard Index Fds · Growth ETF3.1%
- Lam Research Corp.2.5%
- JPMORGAN Chase & CO2.4%
- Microsoft Corp.2.3%
- Vanguard Index Fds · S&P 500 ETF Shs2.0%
- iShares TR · U.S. Tech ETF2.0%
Together, the ten largest are 33.9% of reported value.
How many clients does TritonPoint Partners have?
TritonPoint Partners has 74 clients and manages $286 million for them, as of May 2026. They include 42 high-net-worth individuals and 32 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 May 2026
What services does TritonPoint Partners offer?
TritonPoint Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does TritonPoint Partners charge?
TritonPoint Partners charges up to 1.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Which custodians does TritonPoint Partners use?
TritonPoint Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $285M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 May 2026
How many financial advisors does TritonPoint Partners have?
TritonPoint Partners has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does TritonPoint Partners invest in?
At the end of its last fiscal year, TritonPoint Partners’ separately managed accounts held 64% exchange-traded equities, 18% investment grade corporate bonds, 11% pooled vehicles (private funds and similar), 6% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns TritonPoint Partners?
TritonPoint Partners is owned through a chain of holding companies by Gfny LLC. Its direct owners are Gregory Blake, William Sterling, Deatra Vailes, Dynasty Financial Partners, LLC, Harold Hughes, Temerity Holdings, LLC, Gregory Powers, Eduardo Andrade and Andrew Schiff, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 May 2026
How does TritonPoint Partners get paid?
TritonPoint Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is TritonPoint Partners registered with the SEC?
Yes, TritonPoint Partners has been registered with the SEC as an investment adviser since 18 October 2024. Its CRD number is 333259 and its SEC file number is 801-131295.
Source: Form ADV Part 1A, Item 1, filed 27 May 2026; IAPD firm record
How do I contact TritonPoint Partners?
TritonPoint Partners’ main office is at 5404 Wisconsin Ave, Ste. 330, Chevy Chase, MD 20815. Its phone number is 301-799-9001. Its website is tritonpointpartners.com.