Triton Financial Group, Inc
Triton Financial Group, Inc is an SEC-registered mass-market adviser in Oklahoma City, OK with $258.7M assets under management (AUM, regulatory AUM), -12% over one year. See who owns Triton Financial Group, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309294, SEC 801-119672, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $258.7M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Oklahoma City, OK
- Employees
- 5
- Clients
- 313
- CRD
- 309294
- Ownership
- DUNHAM, MICHAEL, PHILLIP; Oster, Catherine, Elizabeth; PEREZ, CHELSEA, RAYE; SCOTT, MARA, L; OSTER, ANDREW, ELLIS
How much AUM does Triton Financial Group, Inc have?
Triton Financial Group, Inc reported $258.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Triton Financial Group, Inc?
Disclosed owners and executives of Triton Financial Group, Inc include DUNHAM, MICHAEL, PHILLIP, Oster, Catherine, Elizabeth, PEREZ, CHELSEA, RAYE, SCOTT, MARA, L, OSTER, ANDREW, ELLIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.