Triumph Capital Management

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Assets, Funds, Holdings

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Triumph Capital Management
CRD #282814
SEC #801-107312
CIK #0001730765
AUM $421.1 MM (2024-03-21)
Employees 18 (100% Investors, 0% Brokers)
Phone720-399-5555
Address1610 Wynkoop Street, Suite 550
Denver, CO 80202
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
4503602701809002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,920 190.3
(b) Individuals (high net worth individuals) 160 200.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 190 29.3
(h) Charitable organizations 0 1.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3,443 421.1
By Discretionary
Discretionary 3,443 421.1
Non-Discretionary 0 0.0
Total 3,443 421.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 421.1
Total 3,443 421.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001730765]
Comparable Firms State AUM ($BB)
Convergence Financial LLC
MO 0.4
Alpha Capital Management Group LLC
CO 0.4
Lifeworks Advisors LLC
MI 0.4
Peavine Capital LLC
NV 0.4
Hinds Financial Group Inc
CO 0.4
Flagship Wealth Advisors LLC
MA 0.4
TRG Advisors Inc
FL 0.4
Acorn Creek Capital LLC
CO 0.4
The Legacy Financial Group Inc
OK 0.4
McElhenny Sheffield Capital Management LLC
TX 0.4
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