OKLAHOMA CITY, OKCRD 309294Latest ADV March 24, 2026
Triton Financial Group, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated March 24, 2026, reports $259M in regulatory assets under management, 5 employees, and 507 accounts.
Assets Under Management
$259M
Employees
5
Offices
--
Total Clients
313
Primary office
OKLAHOMA CITY, OK
14614 BOGERT PARKWAY, OKLAHOMA CITY, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.3% of total clients.
Top client categories% of clientsClients
1
Individuals
63.3%
198
2
Pension Plans
17.6%
55
3
HNWI
15.3%
48
4
Corporations
3.2%
10
5
Charitable
0.6%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$259Mas of March 24, 2026
Discretionary100.0%
$259M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$259M
Total Accounts507
10Y AUM Change+$259M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee63:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.