Russell Byrom
Investment adviser representative at Tri-ad Capital Management I, LLC
15 yearsExperience
1 stateRegistered in
$619MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Tri-ad Capital Management I, LLCFeb 2023 to now
- Leafhouse Financial AdvisorsNov 2021 to Feb 2023
- UnemployedFeb 2021 to Oct 2021
- Pensionmark Financial Group, LLCNov 2019 to Feb 2021
- Pensionmark Securities, LLCNov 2019 to Feb 2021
- UnemployedJun 2019 to Oct 2019
- American Funds Distributors, Inc.Aug 2011 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Tri-ad Capital Management I, LLC
$619MAssets managed
43Clients
2Advisers
3 yearsIn 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
- 5616518
- Firm CRD
- 324364