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Brent Mcgibbon

Triumph Capital Management
27 Years of Experience
Denver, CO
1 Disclosure
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Brent Mcgibbon is a registered investment advisor at Triumph Capital Management, based in Denver, CO, with 27 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 2,239 clients with $650M in assets under management.

Triumph Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
2,239 clients
Average Client Portfolio
$288K average
Assets Under Management
$645.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.90%
$100K - $250K0.85%
$250K - $500K0.80%
$500K - $1.0M0.75%
$1.0M - $5.0M0.65%
$5.0M - $10.0M0.55%
$10M+0.35%

Rates reflect the Triumph Turnkey Asset Management Program typical tiered schedule. Maximum firm-wide annual fee is up to 3.00%. Charles Schwab accounts have a $180 annual minimum fee which may be waived.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1610 Wynkoop Street, Suite 550, Denver, CO, 80202

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History

Regulatory History (1)
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Employment Separation After Allegations
September 2021
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brent uses McGibbon Asset Management, LLC as a DBA for marketing purposes, offering advisory services through Triumph Capital Management since 1999. He is also a board member of the Rocky Mountain Jaguar Club, spending minimal time on this activity.

Employment History
Current Registrations
Triumph Capital Management
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Namcoa
June 2016 - September 2021 · 5 yrs 3 mos
Wealthsource Partners, LLC
March 2016 - July 2016 · 4 mos
Mcgibbon Asset Management
February 1999 - December 2017 · 18 yrs 10 mos
Mcgibbon Asset Management
February 1999 - December 2003 · 4 yrs 10 mos
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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