# Red Triangle, LLC

> Red Triangle, LLC is a state-registered investment advisory firm in Mt. Pleasant, SC, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 147700
- Filed as: RED TRIANGLE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mt. Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147700
- AdvisorCensus page: https://advisorcensus.com/firm/red-triangle-llc-mt-pleasant-sc-147700

## Quick answers

**How is Red Triangle, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Red Triangle, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Red Triangle, LLC located?**
Red Triangle, LLC's principal office is in Mt. Pleasant, SC, according to its Form ADV.

**Is Red Triangle, LLC registered with the SEC or a state?**
Red Triangle, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147700.

**How much does Red Triangle, LLC manage?**
Red Triangle, LLC reports $61,000,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Red Triangle, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (138); high net worth individuals (26).

**Does Red Triangle, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147700

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $61,000,000
- Discretionary: $61,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 138 | $35,000,000 |
| High net worth individuals | 26 | $26,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (18 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alphavest.com
- cokiecox.com
- Facebook @goalphavest
- LinkedIn @helen-cokie-cox-51040111
- X @CokieBerenyi

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Red Triangle, LLC (CRD 147700): Form ADV filing data as of October 2026.