RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Daniel Lehan Mayer
- Business email
- danm@triumphcapitalmanagement.comreportedtriumphcapitalmanagement.comfirm site, Sep 15, 2026
- Direct business phone
- 720-598-9408reportedtriumphcapitalmanagement.comfirm site, Sep 15, 2026
- Professional profile
- triumphcapitalmanagement.com/team/daniel-mayerreportedtriumphcapitalmanagement.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Triumph Capital Management independent RIA currentsince Feb 18, 2016 · Denver, Co
- Summit Financial Group Inc formerOct 30, 2015 to Feb 10, 2020 · Denver, Co
- Cetera Investment Advisers LLC BD affiliatedOct 13, 2015 to Feb 10, 2020 · Denver, Co
- J P Turner & Company Capital Management, LLC formerNov 10, 2014 to Nov 13, 2015 · Denver, Co
- Cetera Investment Advisers LLC to Summit Financial Group Incleft Feb 10, 2020, registered Oct 30, 2015 (-1564 days) · Other · moved with a team
- Summit Financial Group Inc to Triumph Capital Managementleft Feb 10, 2020, registered Feb 18, 2016 (-1453 days) · Other · moved with a team
- J P Turner & Company Capital Management, LLC to Cetera Investment Advisers LLCleft Nov 13, 2015, registered Oct 13, 2015 (-31 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address