# Derek Eichenwald

> Derek Eichenwald is a fee-only financial advisor at Triumph Capital Management in Denver, Colorado. Triumph Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/derek-eichenwald/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Triumph Capital Management
- **Based in:** Denver, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $645.6M across 3,653 accounts
- **CRD:** 4613771 (https://adviserinfo.sec.gov/individual/summary/4613771)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 66 (2003)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.gotostage.com/channel/bcff543de66d4168a9b1a0e29c79e752

## Frequently asked questions

### Is Derek Eichenwald a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Triumph Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Derek charge for financial advice?

Derek's firm, Triumph Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Derek Eichenwald based?

Derek Eichenwald is based in Denver, Colorado.

### Is Derek Eichenwald registered with the SEC?

Yes. Derek Eichenwald is registered as an investment adviser representative in CO (CRD 4613771), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Triumph Capital Management manage?

Triumph Capital Management reports $645.6M across 3,653 accounts in assets under management.

### How do I contact Derek Eichenwald?

Through Derek's website, www.gotostage.com/channel/bcff543de66d4168a9b1a0e29c79e752.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4613771): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.