SourcingSourcing

TRITON FINANCIAL GROUP, INC

B53
CRD 309294·SEC 801-119672·OKLAHOMA CITY, OK
AUM
$258.7M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$776K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRITON FINANCIAL GROUP, INC
CRD
309294
SEC file #
801-119672
EIN
844947909
DBA names
—

Economics

AUM
$258.7M
AUM band
$100M-$500M
AUM trajectory
'22'26
$234.3M → $258.7M▲ +10%
Client mix
Individuals Other198
Pension Profit Sharing Plans55
Individuals High Net Worth48
Corporations10
Charitable Organizations2

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
1 advisors → 2 advisors▲ +100%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
ctfg.co

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANDREW ELLIS OSTER REVOCABLE
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
ANDREW ELLIS OSTER REVOCABLE
DIANGELO, RICHARD, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001811805
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-01-28
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002085853-26-000602
Edgar Former Names
Capstone Triton Financial Group, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
14614 BOGERT PKWYOKLAHOMA CITY, OK 73134
Business
14614 BOGERT PKWYOKLAHOMA CITY, OK 73134
Edgar EIN
844947909
Edgar Recent Filings
13F-HR2026-05-15 · 0002085853-26-000602
13F-HR2026-02-03 · 0002085853-26-000187
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
DIANGELO, RICHARD, JOSEPH
IAR · Executive Officer · 2.5%
2528991
OSTER, ANDREW, ELLIS
IAR · Executive Officer · 2.5%
4635272
Oster, Catherine, Elizabeth
Executive Officer · 2.5%
7970076
PEREZ, CHELSEA, RAYE
Executive Officer · 2.5%
7008838
SCOTT, MARA, L
Executive Officer · 2.5%
4332049