Triton Financial Group, Inc
● SEC registered since 2020CRD 309294SEC# 801-119672Oklahoma City, OK
Reg. AUM
$258.7M
Employees
5
Accounts
507
Location
Oklahoma City, OK
Triton Financial Group, Inc assets under management
Triton Financial Group, Inc operates as an SEC-registered investment adviser based in Oklahoma City, OK. The firm has been registered since 2020. It reports $258.7 million in regulatory assets under management and employs 5 people.
Triton Financial Group, Inc owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Ellis Oster Control | President And Chief Compliance Officer | Under 5% | 2022 |
| Andrew Ellis Oster Revocable Trust Control | Shareholder | Over 75% | 2020 |
| Catherine Elizabeth Oster Control | Board Member | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Triton Financial Group, Inc manage?
Triton Financial Group, Inc reports $258.7 million in regulatory assets under management on its Form ADV.
How many employees does Triton Financial Group, Inc have?
Triton Financial Group, Inc reports 5 employees.
Where is Triton Financial Group, Inc located?
Triton Financial Group, Inc is based in Oklahoma City, OK and has been SEC-registered since 2020.
Does Triton Financial Group, Inc disclose fund performance?
Triton Financial Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14614 Bogert Parkway, Oklahoma City, OK 73134 |
| Phone | 405-696-7140 |
| Fax | 405-442-0400 |
| Office hours | M-Th 8:30 To 4 p.m., Friday 8:30 To 3 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$258.7M▼ 8%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$258.7Mregulatory AUM
Discretionary $258.7M