CRD: 282814
Triumph Capital Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-18-2016
- Office Locations
- 3
Office Locations
About Triumph Capital Management
Triumph Capital Management is a Denver-based RIA serving retail and institutional clients with discretionary portfolio management and financial planning. The firm builds ETF- and fixed income-oriented SMA portfolios alongside alternatives (private credit/equity, real estate, hedge funds) and supports estate, retirement, and insurance planning. Notable for an ETF-heavy allocation and a Schwab/Fidelity custody footprint.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DEREK NATHAN EICHENWALD
Investment Executive, President
- CRD
- #4613771
- Ownership
- 75% or more
BRANDON CARL DRESPLING
Chief Compliance Officer, President
- CRD
- #6034259
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JAMAR JOSEPH ANDERSON
Director of Operations & Client Experience
- CRD
- #6405623
RYAN MICHAEL COOK
Advisor
- CRD
- #5205183
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $645,574,582 | $176,724 |
| Non-Discretionary | $0 | -- |
| Total | $645,574,582 | $176,724 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing