# 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.

- CRD: 309294
- Filed as: TRITON FINANCIAL GROUP, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309294
- AdvisorCensus page: https://advisorcensus.com/firm/triton-financial-group-inc-oklahoma-city-ok-309294

## Quick answers

**How 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).

**How much does Triton Financial Group, Inc charge?**
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); Hourly rate: $250 an hour (Financial planning services); Flat fee: $2,500 (Financial planning services); Hourly rate: $300 an hour (directed research and reporting services); Flat fee: $50,000 (directed research and reporting services). 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> 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

> TFG generally does not impose a minimum relationship size.

- Hourly rate: $250 an hour (Financial planning services)

> TFG offers financial planning services either on an hourly basis or for a fixed fee. Hourly fees range up to $250. Fixed fees range up to $2,500.

- Flat fee: $2,500 (Financial planning services)

> TFG offers financial planning services either on an hourly basis or for a fixed fee. Hourly fees range up to $250. Fixed fees range up to $2,500.

- Hourly rate: $300 an hour (directed research and reporting services)

> Hourly fees for directed research and reporting services range up to $300 per hour. Fixed for this service range up to $50,000.

- Flat fee: $50,000 (directed research and reporting services)

> Hourly fees for directed research and reporting services range up to $300 per hour. Fixed for this service range up to $50,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $258,729,081
- Discretionary: $258,729,081
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 198 | $36,322,923 |
| High net worth individuals | 48 | $145,638,775 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 55 | $64,112,327 |
| Charitable organizations | 2 | $1,225,254 |
| Corporations or other businesses not listed above | 10 | $11,429,802 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, LA, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capfinancial.com
- ctfg.co
- tritonfingroup.com
- Facebook @CapstoneTriton
- LinkedIn @tritonfingroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $234,273,375 | 6 | July 13, 2021 |
| October 2022 | $274,853,195 | 10 | September 21, 2022 |
| October 2023 | $277,844,408 | 10 | July 20, 2023 |
| October 2024 | $282,644,038 | 9 | August 12, 2024 |
| October 2025 | $292,964,881 | 5 | May 15, 2025 |
| October 2026 | $258,729,081 | 5 | March 24, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $292,964,881 to $258,729,081 (-12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triton Financial Group, Inc (CRD 309294): Form ADV filing data as of October 2026.