Triumph Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 6, 2026, reports $646M in regulatory assets under management, 18 employees, 2 offices, and 3,653 accounts.
Assets Under Management
$646M
Employees
18
Offices
2 offices
Total Clients
2,239
Primary office
DENVER, CO
1610 WYNKOOP STREET, SUITE 550, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.1% of total clients.
Top client categories% of clientsClients
1
Individuals
81.1%
1,815
2
HNWI
16.9%
378
3
Pension Plans
1.2%
27
4
Corporations
0.8%
19
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$646Mas of March 6, 2026
Discretionary100.0%
$646M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$646M
Total Accounts3,653
10Y AUM Change+$431M (+200.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee124:1
10Y Employee Change+4 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.