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 serves a mix of individual and family clients alongside institutional relationships. Its compensation models include a percentage-of-assets fee, hourly billing, and fixed fees. Service offerings listed on the firm’s ADV focus on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm reports it is not an active ESG investor and is not structured as a capital allocator.
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 1ANDREW 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 72Active vs passive
$61.2M in ETFs
57%
$35.1M
30%
$26.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR DEFINED WEALTH SHIELD ETF (BALT) | Innovator | Active | Options Trading | $6.6M | 197,371 | 10.80% |
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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