David Michael Hutchison
Investment adviser representative at Triad Investment Management, LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$119.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Triad Investment Management, LLCJan 2013 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Triad Investment Management, LLC
$119.5MAssets managed
45Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2602539
- Firm CRD
- 146786