Triton Financial Group, Inc
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 309294
- Registered since
- October 19, 2020
- Website
- www.tritonfingroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.29%
- Pension & Profit Sharing Plans24.78%
- Individuals14.04%
- Corporations / Businesses4.42%
- Charitable Organizations0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Triton Financial Group, Inc. is an independent registered investment adviser that began SEC registration in 2020. The firm advises both individual and family clients as well as institutional accounts, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. It charges a mix of fees — asset-based fees, hourly billing and fixed-fee arrangements — and appears to rely on third-party managers for specialty strategies rather than acting as a direct capital allocator. Triton does not identify as an active ESG investor and is not currently operating as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds36%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Andrew Oster
President, Chief Compliance OfficerCRD 4635272
Contacts
3 of 4Catherine Oster
Board MemberCRD 7970076
Chelsea Perez
Director of MarketingCRD 7008838
Mara Scott
Director of Client ServicesCRD 4332049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$33.8M in ETFs
61%
$20.5M
26%
$13.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR DEFINED WEALTH SHIELD ETF (BALT) | Innovator | Active | Options Trading | $3.6M | 105,274 | 10.68% |
Location
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 14614 Bogert Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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