AdvisorCensus / Financial advisors / Oklahoma / Oklahoma City / Triton Financial Group, Inc
Triton Financial Group, Inc is an SEC-registered investment advisory firm in Oklahoma City, OK, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is Triton Financial Group, Inc compensated?
On its Form ADV (Item 5.E, October 2026), Triton Financial Group, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Triton Financial Group, Inc's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Triton Financial Group, Inc located?
Triton Financial Group, Inc's principal office is in Oklahoma City, OK, according to its Form ADV.
Is Triton Financial Group, Inc registered with the SEC or a state?
Triton Financial Group, Inc is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309294.
How much does Triton Financial Group, Inc manage?
Triton Financial Group, Inc reports $258,729,081 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).
How have Triton Financial Group, Inc's assets and staff changed since 2021?
In the Form ADV data for Triton Financial Group, Inc: Regulatory assets under management: $234,273,375 in the October 2021 data and $258,729,081 in the October 2026 data, up 10%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Triton Financial Group, Inc serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (198); pension and profit sharing plans (but not the plan participants or government pension plans) (55); high net worth individuals (48).
Which custodians does Triton Financial Group, Inc use?
Triton Financial Group, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Triton Financial Group, Inc report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309294
Does Triton Financial Group, Inc state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "TFG generally does not impose a minimum relationship size."
What changed in Triton Financial Group, Inc's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $292,964,881 to $258,729,081 (-12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
Investment advisory fees range from 0.25% to 1.50% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.
Account minimum: None
The brochure's wording
TFG generally does not impose a minimum relationship size.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$258,729,081 as of October 2026, filing dated March 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (5 years)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $258,729,081 | 5 | March 24, 2026 |
| October 2025 | $292,964,881 | 5 | May 15, 2025 |
| October 2024 | $282,644,038 | 9 | August 12, 2024 |
| October 2023 | $277,844,408 | 10 | July 20, 2023 |
| October 2022 | $274,853,195 | 10 | September 21, 2022 |
| October 2021 | $234,273,375 | 6 | July 13, 2021 |
Regulatory assets under management: $234,273,375 in the October 2021 data and $258,729,081 in the October 2026 data, up 10%.
Total employees: 6 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $292,964,881 to $258,729,081 (-12%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Triton Financial Group, Inc (CRD 309294): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/triton-financial-group-inc-oklahoma-city-ok-309294