Triton Financial Group, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$181,961,698
Clients
246
Advisors
2
across 2 offices
About
Triton Financial Group provides investment advisory and wealth management services to individuals (including high‑net‑worth clients), corporations and nonprofit entities, and retirement/pension plans. Its offerings include discretionary portfolio management across individual stocks, bonds, mutual funds and ETFs, financial planning and consulting, and retirement plan advisory services intended to assist plan sponsors with fiduciary duties.
The firm’s investment approach is primarily long‑term and built on internal due diligence and a mix of fundamental, technical and cyclical analysis to construct customized portfolios and asset allocations. Triton generally manages accounts on a discretionary basis, conducts ongoing portfolio monitoring and reviews, and offers negotiated research and reporting projects to address specific client needs.
Noteworthy aspects of the firm include its provision of ERISA fiduciary retirement plan services (including investment policy and vendor analysis and 3(38) investment management) and a disclosed affiliation with a related non‑advisory entity that may provide pension‑consulting services; the firm describes policies to disclose and mitigate related conflicts of interest. The firm also recently ceased voting client proxies due to a potential conflict involving a supervised person’s immediate family member employed by an audit firm, and it discloses use of custodial or fund constraints when selecting mutual fund share classes for clients.
Client services
Expertise
Fee options
Fixed fees up to $2,500 for financial planning; fixed fees up to $50,000 for directed research and reporting
0.25% to 1.50% annually (based on factors such as service complexity, asset level, relationship)
Up to $250/hour for financial planning; up to $300/hour for directed research and reporting
Minimum fee: Annual administrative fee of up to $100 for household values of $100,000 and below Fee-only: Financial planning services offered hourly up to $250/hour or fixed fees up to $2,500; directed research and reporting hourly up to $300/hour or fixed fees up to $50,000
Main office
See office14614 Hertz Quail Springs Pkwy
Oklahoma City OK 73134
Advisors at this office
1
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Louisiana · Oklahoma · Texas
Also doing business as
Capstone Triton Financial Group Inc · Capstone Triton Financial Group LLC · Triton Financial Group, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Richard D
Series 63, Series 65
Oklahoma City, OK
Triton Financial Group, Inc
Richard Diangelo is a financial advisor at Triton Financial Group, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Triton Financial Group, he worked at Capstone Triton Financial Group LLC and has been involved with Kachina Investment LLC since 2003. Triton Financial Group provides discretionary portfolio management, wealth management, financial planning, and retirement-plan advisory services to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs a primarily long-term investment approach combining fundamental, technical, and cyclical analysis to construct customized portfolios across individual securities, mutual funds, and ETFs.
Andrew O
CFP®, Series 66
Oklahoma City, OK
Triton Financial Group, Inc
Andrew Oster is a CFP® with 23 years of industry experience, currently serving at Triton Financial Group, Inc. He has previously worked at Capstone Triton Financial Group LLC and SAGEPOINT FINANCIAL. Outside of advising, he serves on the board of directors for Monscierge, Inc., a company that develops and manages a guest experience platform for the hospitality industry. Triton Financial Group provides discretionary portfolio management, wealth management, financial planning, and retirement-plan advisory services to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs a primarily long-term investment approach that combines fundamental, technical, and cyclical analysis to build customized portfolios across various asset types.
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