TRIUMPH INVESTMENT ADVISORY GROUP, LLC

Overview

Triumph Investment Advisory Group, LLC is a small, privately held investment advisory operating as a limited liability company with an individual owner. The firm positions itself as a capital allocator that primarily serves individuals and small businesses through financial planning and portfolio management. Its service mix includes selecting third‑party advisers on behalf of clients, publishing periodicals or newsletters, and running educational seminars and workshops — suggesting an emphasis on client education alongside advisory work. Fee arrangements are flexible: the firm lists percentage of AUM, hourly charges, and fixed fees as available billing methods. Triumph does not identify itself as an active ESG investor and is not designated a multi‑state adviser. The combination of fee structures and advisory activities indicates the business can support both project‑based planning engagements and ongoing asset management relationships, and it can route client assets to external managers when appropriate.

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Location & Offices