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TRITON FINANCIAL GROUP, INC
CRD 309294File 801-119672
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$258.7M
Below cohort median (national)
Discretionary AUM
$258.7M
Clients
313
507 accounts
Employees
5
Below cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 19, 2020
- Principal office
- 14614 BOGERT PARKWAY, OKLAHOMA CITY, OK, 73134
- Phone
- 405-696-7140
- Website
- https://www.ctfg.co
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $258.7M
- Discretionary AUM
- $258.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 507
- Non-discretionary accounts
- 0
- Total accounts
- 507
- AUM per client
- $827K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $11.4M |
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 48 | $145.6M |
| Pension and profit sharing plans | 55 | $64.1M |
| Individuals (other than high net worth individuals) | 198 | $36.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.