TRIUMPH CAPITAL MANAGEMENT

Overview

Triumph Capital Management is an independent, SEC-registered RIA organized as a corporation and operating since 2016. The firm serves both individual/family and institutional clients and acts as a capital allocator, sourcing third‑party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and it lists pension consulting services; despite that listing, the firm is not designated as a pension consultant. Triumph uses a mix of fee structures — percentage of AUM, hourly charges and fixed fees — and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices