Triumph Capital Advisors

Triumph Capital Advisors (CRD# 167408) is a financial advisory firm headquartered in Dallas, TX. They manage $2,119,816,532 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,120
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $235,535,170
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Triumph Capital Advisors
Showing 1 - 9 of 9 top financial advisors.
1
William B. Voss
CRD#: 3094749
12700 Park Central Drive, Suite 1700, Dallas, TX 75251
93
Wealthminder
score

William Voss (CRD# 3094749) is an Investment Advisor Representative working at Triumph Capital Advisors in Dallas, TX and has over 18 years of experience in the finance industry.

2
Davis R. Deadman
CRD#: 5023696
12700 Park Central Drive, Suite 1700, Dallas, TX 75251
90
Wealthminder
score

Davis Deadman (CRD# 5023696) is an Investment Advisor Representative working at Triumph Capital Advisors in Dallas, TX and has 1 year of experience in the finance industry.

3
Aaron P. Graft
CRD#: 6199343
12700 Park Central Drive, Suite 1700, Dallas, TX 75251
87
Wealthminder
score

Aaron Graft (CRD# 6199343) is an Investment Advisor Representative working at Triumph Capital Advisors in Dallas, TX and has 1 year of experience in the finance industry.

4
Nathan D. Hall
CRD#: 6247496
12700 Park Central Drive, Suite 1700, Dallas, TX 75251
87
Wealthminder
score

Nathan Hall (CRD# 6247496) is an Investment Advisor Representative working at Triumph Capital Advisors in Dallas, TX and has 1 year of experience in the finance industry.

5
Gibran W. Mahmud
CRD#: 6199346
12700 Park Central Drive, Suite 1700, Dallas, TX 75251
87
Wealthminder
score

Gibran Mahmud (CRD# 6199346) is an Investment Advisor Representative working at Triumph Capital Advisors in Dallas, TX and has 1 year of experience in the finance industry.

6
Miles G. McCollum
CRD#: 6247488
12700 Park Central Drive, Suite 1700, Dallas, TX 75251
87
Wealthminder
score

Miles McCollum (CRD# 6247488) is an Investment Advisor Representative working at Triumph Capital Advisors in Dallas, TX and has 1 year of experience in the finance industry.

7
Adam D. Nelson
CRD#: 6195063
12700 Park Central Drive, Suite 1700, Dallas, TX 75251
87
Wealthminder
score

Adam Nelson (CRD# 6195063) is an Investment Advisor Representative working at Triumph Capital Advisors in Dallas, TX and has 1 year of experience in the finance industry.

8
Raymond W. Sperring
CRD#: 6235076
12700 Park Central Drive, Suite 1700, Dallas, TX 75251
87
Wealthminder
score

Raymond Sperring (CRD# 6235076) is an Investment Advisor Representative working at Triumph Capital Advisors in Dallas, TX and has 1 year of experience in the finance industry.

9
Kurtis S. Plumer
CRD#: 2205124
12700 Park Central Drive, Suite 1700, Dallas, TX 75251
86
Wealthminder
score

Kurtis Plumer (CRD# 2205124) is an Investment Advisor Representative working at Triumph Capital Advisors in Dallas, TX and has over 25 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.