Triton Financial Group, Inc logo

Triton Financial Group, Inc

Updated today

Client assets under management

$181,961,698

Clients

246

20% high-net worth

Advisors

2

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

123

Very High

Average account size

$739,682

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

Financial planning Portfolio management Pension consulting

Expertise

Wealth management

Fee options

Fixed

Fixed fees up to $2,500 for financial planning; fixed fees up to $50,000 for directed research and reporting

Percentage

0.25% to 1.50% annually (based on factors such as service complexity, asset level, relationship)

Project-based

Up to $250/hour for financial planning; up to $300/hour for directed research and reporting

Other

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 location

Triton Financial Group, Inc

14614 Bogert Parkway

Oklahoma City OK 73134, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Louisiana · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management
user avatar

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.

Wealth management
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