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Advisor

Timothy Waters

Triumph Capital Management · Denver, Colorado

Timothy Waters 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.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmTriumph 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 3083977
Exams passedSeries 63 (2000) · Series 65 (2006)
Firm size18 employees
Disclosures Reported; see the SEC record
Websitewww.gotostage.com/channel/bcff543de66d4168a9b1a0e29c79e752

How Timothy's firm compares

  • Triumph Capital Management's average account is about $177,000, from its Form ADV (assets managed divided by 3,653 accounts).

What fee-only advisors charge in Colorado

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Questions about Timothy

Is Timothy Waters a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Timothy 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 Timothy charge for financial advice?

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

Where is Timothy Waters based?

Timothy Waters is based in Denver, Colorado.

Is Timothy Waters registered with the SEC?

Yes. Timothy Waters is registered as an investment adviser representative in CO (CRD 3083977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

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 Timothy Waters?

Through Timothy'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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