Triumph Capital Management
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 282814
- Registered since
- February 18, 2016
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.97%
- Individuals34.61%
- Pension & Profit Sharing Plans3.5%
- Corporations / Businesses0.57%
- Charitable Organizations0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Triumph Capital Management is an independent, SEC-registered advisory firm (registered in 2016) that serves individual, family and institutional clients. The firm operates as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of third‑party advisers. Its pricing is flexible — using asset‑based fees as well as hourly and fixed fees — and it does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Investment Grade Corp Bonds22%
- Cash & Cash Equivalents8%
- US Government Bonds3%
- Non-Investment Grade Corp Bonds3%
Owners & executives
1 of 1
Derek Eichenwald
CEOCRD 4613771
Contacts
3 of 13
Shea Winkeller
Financial ConsultantCRD 5111360
James Peters
Financial ConsultantCRD 5113934
Ryan Cook
Financial ConsultantCRD 5205183
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 943Active vs passive
$478M in ETFs
57%
$272M
34%
$206M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VICTORYSHARES FREE CASH FLOW ETF (VFLO) | VictoryShares | Passive | Mid Cap Value | $11.6M | 227,413 | 2.43% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 1610 Wynkoop St
- Time zone
- MT (UTC-7)
- Office locations
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