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| Happy Holidays!! thanks for using AUM13F!! |
| Triumph Capital Management
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| CRD # | 282814 |
| SEC # | 801-107312 |
| CIK # | 0001699772, 0001730765 |
| AUM | $483.4 M (2025-04-01) |
| Employees | 18 (100% Investors, 0% Brokers) |
| Phone | 720-399-5555 |
| Address | 1610 Wynkoop Street, Suite 550 Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001699772 0001730765 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.8 | ||
| Apple Inc | 4.3 | ||
| Amazon Com Inc | 3.8 | ||
| Microsoft Corp | 3.4 | ||
| Lilly Eli & Co | 2.4 | ||
| CrowdStrike Holdings Inc | 2.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,974 | 227.1 |
| (b) Individuals (high net worth individuals) | 159 | 240.0 |
| (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 | 22 | 14.8 |
| (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 | 3,600 | 483.4 |
| By Discretionary | ||
| Discretionary | 3,600 | 483.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,600 | 483.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 483.4 | |
| Total | 3,600 | 483.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001699772] | |
| 13F-HR | [0001730765] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Accredited Investor Services LLC
✚
|
MN | 0.5 |
|
Curtis Advisory Group LLC
✚
|
CA | 0.5 |
|
Howard Bailey Securities LLC
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|
IN | 0.5 |
|
Delta Wealth Management
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|
0.5 | |
|
Twele Capital Management Inc
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|
MN | 0.5 |
|
HFM Investment Advisors Inc
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|
0.5 | |
|
JDH Wealth Management LLC
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|
CA | 0.5 |
|
Marion Wealth Management LLC
✚
|
PA | 0.5 |
|
Aerie Advisory Group LLC
✚
|
WA | 0.5 |
|
Mayport LLC
✚
|
0.5 |