Triumph Capital Management
TL;DR
Colorado firm in business since 2016 whose principal owner is Derek Eichenwald, offering investment management and planning to individuals, families, small businesses and retirement plans.
$646 million
Regulatory AUM
As of ADV filing 2026-03-06
3,653
Accounts / Clients
2,193 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
18
Team Size
employees, 17 advisory
10 yrs
Years Registered
First registered 2016
About Triumph Capital Management
Colorado firm in business since 2016 whose principal owner is Derek Eichenwald, offering investment management and planning to individuals, families, small businesses and retirement plans.
Office: 1610 Wynkoop Street, Suite 550, Denver, CO 80202.
Best for: Households of any size wanting planning and management with no account minimum
Fee model and designations stated on the guide
Advisory fees
Form ADV data
CRD282814
RegistrationSEC-registered
First registration2016
Regulatory AUM$646 million
ADV filing date2026-03-06
Accounts3,653
Clients2,193 individual and high-net-worth clients
Employees18
Advisory employees17
Fee modelAdvisory fees; ADV 2A discloses insurance commissions earned by representatives
MinimumNo account minimum; $180 annual minimum on some Schwab accounts (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone named on site or in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 282814, as of ADV filing 2026-03-06, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Denver, CO (2026): rank 10 of 10
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