Shea Winkeller
Triumph Capital Management · Denver, Colorado
Shea Winkeller 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.
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Facts
| Firm | Triumph Capital Management |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $645.6M across 3,653 accounts |
| SEC registration | Investment adviser representative in CO · CRD 5111360 |
| Exams passed | Series 66 (2007) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.gotostage.com/channel/bcff543de66d4168a9b1a0e29c79e752 |
How Shea's firm compares
- Triumph Capital Management's average account is about $177,000, from its Form ADV (assets managed divided by 3,653 accounts).
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Questions about Shea
Is Shea Winkeller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shea 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 Shea charge for financial advice?
Shea's firm, Triumph Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shea Winkeller based?
Shea Winkeller is based in Denver, Colorado.
Is Shea Winkeller registered with the SEC?
Yes. Shea Winkeller is registered as an investment adviser representative in CO (CRD 5111360), 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 Shea Winkeller?
Through Shea's website, www.gotostage.com/channel/bcff543de66d4168a9b1a0e29c79e752.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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