Triumph Capital Management

Overview

Triumph Capital Management is an independent, SEC‑registered registered investment adviser set up as a corporation and active since 2016. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional investors. Its fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Core advisory services listed in disclosures include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services; however, the firm is not identified as a pension consultant under regulatory checkboxes. Triumph is not an active ESG investor and is not classified as a multi‑state adviser in its snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices