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Triumph Capital Management

Updated today

Client assets under management

$617,033,961

Clients

2,193

17% high-net-worth

Advisors

14

of 18 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

157

Very High

Average account size

$281,365

About

Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a broad client base that includes individual investors (both non‑HNW and high‑net‑worth), families, small businesses, foundations, trusts, and estates. The firm also offers model‑based programs and access to third‑party asset managers, including a platform‑specific “Managed by TCM at Security Benefit” program and an in‑house Triumph Turnkey Asset Management Program (TTAMP).

The firm’s investment process combines fundamental, cyclical, and technical analysis and may employ long‑ and short‑term holdings, options, derivatives, alternative investments, and cryptocurrency allocations when suitable for a client’s objectives. For program participants, Triumph uses model portfolios—including a tactical Security Benefit model that rotates across commodities, REITs, fixed income, and equities—and TTAMP models that are managed at the model level rather than being individually personalized and can be subject to allocation constraints for smaller accounts.

Several operational and conflict‑of‑interest features distinguish the firm from many peers: it reports no firm‑imposed account minimums, runs a Security Benefit program that is limited to the funds available on that platform, and maintains related‑party arrangements (an affiliated insurance agency and a firm‑affiliated private foundation that compensates the firm). The brochure also discloses use of a third‑party class‑action claims monitor (Chicago Clearing Corporation, which retains a portion of recoveries), and notes that Triumph does not accept proxy‑voting authority for client securities.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning and consulting services under fixed-fee arrangements negotiated per client

Percentage

$0.00 - $100,000: 0.90% $100,000 - $250,000: 0.85% $250,000 - $500,000: 0.80% $500,000 - $1,000,000: 0.75% $1,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.55% $10,000,000+: 0.35%

Project-based

Financial planning and consulting services fees may be negotiated; no specific hourly rate stated

Other

Minimum fee: $180 annually for accounts held at Charles Schwab, may be waived or reduced at TCM's discretion Fee-only: Financial planning and consulting services fees negotiated; generally range from $100 to $10,000 per project

Main office location

Triumph Capital Management

1610 Wynkoop Street, Suite 550

Denver CO 80202, United States

Number of offices

3

Most active in

Arizona · California · Colorado · Connecticut · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Michigan · Missouri · Nebraska · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Washington · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Stephen M

Series 63, Series 65

Incline Village, NV

Triumph Capital Management

Stephen Murphy is a financial advisor with Triumph Capital Management, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Campbell & Company LP. He is also an insurance agent with Triumph Capital, LLC, where he provides fixed insurance products as part of clients’ financial planning. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and institutions. The firm employs a combination of fundamental, cyclical, and technical analysis, utilizing various investment strategies and model portfolios tailored to client objectives.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Gregory S

Series 63, Series 65

Denver, CO

Triumph Capital Management

Gregory Schowe is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Triumph Capital Management since 2015, with previous roles at Cetera Advisor Networks LLC and Summit Brokerage Services Inc. Additionally, he is a licensed insurance agent offering fixed insurance products that align with client financial plans. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, small businesses, foundations, trusts, and estates. The firm utilizes a combination of fundamental, cyclical, and technical analysis and offers model-based programs alongside access to third-party asset managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brian S

Series 66

Denver, CO

Triumph Capital Management

Brian Stark is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with Triumph Capital Management since 2016 and previously worked at Cetera Advisor Networks and Summit Financial Group. Stark also serves as an insurance agent through an affiliated agency offering fixed and long-term care insurance policies. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a combination of fundamental, cyclical, and technical analysis and offers model-based programs alongside access to third-party asset managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ryan C

Series 65

Denver, CO

Triumph Capital Management

Ryan Cook is a financial advisor at Triumph Capital Management in Denver, CO, with 18 years of industry experience and a Series 65 designation. He has worked at Triumph Capital Management since 2016 and previously held roles at Cetera Advisor Networks and Summit Financial Group. Outside of advising, he is involved in insurance activities through affiliated agencies and owns an LLC for tax planning and bill paying. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individual investors, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis across a range of investment strategies and maintains model-based programs along with access to third-party asset managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Daniel M

Series 66

Denver, CO

Triumph Capital Management

Daniel Mayer is a financial advisor at Triumph Capital Management in Denver, CO, with 11 years of industry experience and a Series 66 designation. He has worked at firms including Cetera Advisor Networks and Summit Financial Group. Outside of advising, Mayer hosts an educational finance and investment podcast. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis and offers model-based programs alongside access to third-party asset managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jamar A

Series 63, Series 65

Denver, CO

Triumph Capital Management

Jamar Anderson is a financial advisor at Triumph Capital Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network, Summit Wealth Group, Charles Schwab, USAA financial planning services, and T. Rowe Price. Anderson also holds a life insurance agent role in an affiliated insurance agency. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, small businesses, foundations, trusts, and estates. The firm uses a combination of fundamental, cyclical, and technical analysis and offers model-based programs alongside access to third-party asset managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

James P

Series 66

Denver, CO

Triumph Capital Management

James Peters is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has worked with several firms, including Cetera Advisor Networks and Summit Financial Group. Outside of advisory services, he is an insurance agent offering fixed, long-term care, and disability insurance through an affiliated agency. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, families, small businesses, and institutions. The firm utilizes a combination of fundamental, cyclical, and technical analysis and offers model-based programs and access to third-party asset managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Timothy W

Series 63, Series 65

Denver, CO

Triumph Capital Management

Timothy Waters is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Cetera Advisor Networks and Summit Financial Group. Waters is also an insurance agent with Triumph Capital, LLC, where he assists in placing insurance policies aligned with clients’ financial plans. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to individual investors, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis and offers model-based programs and access to third-party asset managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brandon D

Series 66

Denver, CO

Triumph Capital Management

Brandon Drespling is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 13 years of industry experience. He has been with Triumph Capital Management since 2016 and previously worked with Cetera and Summit Brokerage Services. He serves on the board and as treasurer of the Triumph Capital Foundation, a nonprofit where he manages financial oversight. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, foundations, trusts, and estates. The firm uses a combination of fundamental, cyclical, and technical analysis in its investment approach, offering model-based programs and access to third-party asset managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Cory R

Series 66

Denver, CO

Triumph Capital Management

Cory Robinson is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including Cetera Advisor Networks and Summit Financial Group. In addition to advisory services, he is also an insurance agent with Triumph Capital, LLC, offering fixed, long-term care, and disability insurance. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, small businesses, and trusts. The firm uses a combination of fundamental, cyclical, and technical analysis with a range of investment strategies and model-based programs.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Shea W

Series 66

Denver, CO

Triumph Capital Management

Shea Winkeller is a financial advisor at Triumph Capital Management in Denver, CO, with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC and Summit Financial Group Inc. Winkeller is also licensed as an insurance agent through Triumph Capital, LLC, where he provides fixed and long-term care insurance solutions. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individual investors, families, small businesses, and institutional clients. The firm employs a multifaceted investment approach using fundamental, cyclical, and technical analysis and manages both model-based and personalized portfolios across various asset classes.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Derek E

Series 66

Denver, CO

Triumph Capital Management

Derek Eichenwald is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 license and having 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Summit Financial Group. He serves as president and a board member for the Triumph Capital Foundation, a nonprofit organization. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a blend of fundamental, cyclical, and technical analysis using various investment strategies and offers model-based programs alongside access to third-party managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Christopher K

CFP®, Series 63, Series 65

Denver, CO

Triumph Capital Management

Christopher Kolker is a CFP® with 26 years of industry experience, currently serving as an advisor at Triumph Capital Management. He previously worked at Bay Colony Advisors for nine years and held roles at SCF Investment Advisors and SCF Securities. Outside of his advisory work, Kolker serves as a Colorado State Senator. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, small businesses, and institutions. The firm utilizes a multi-faceted investment approach that incorporates fundamental, cyclical, and technical analysis, offering access to model portfolios and third-party asset managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brent M

Series 63, Series 65

Denver, CO

Triumph Capital Management

Brent Mcgibbon is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Triumph Capital Management since 2021 and previously spent six years at Naples Asset Management Company, LLC. He is also a board member of the Rocky Mountain Jaguar Club. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis and utilizes various asset classes and investment strategies tailored to client objectives.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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