TRITON FINANCIAL GROUP, INC
CRD #309294 SEC #801-119672 OKLAHOMA CITY, OK 405-696-7140
SEC Registered
Total AUM
$293M
Discretionary
$293M
Employees
5
Clients
25
Accounts
338
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $293M | $293M | $0 | 5 | 0 |
| Apr 2025 | $293M | $293M | $0 | 5 | 0 |
| Mar 2025 | $293M | $293M | $0 | 5 | 0 |
| Jan 2025 | $282.6M | $282.6M | $68.1K | 5 | 0 |
| Jan 2025 | $282.6M | $282.6M | $68.1K | 7 | 0 |
| Oct 2024 | $282.6M | $282.6M | $68.1K | 8 | 0 |
| Oct 2024 | $282.6M | $282.6M | $68.1K | 8 | 0 |
| Aug 2024 | $282.6M | $282.6M | $68.1K | 9 | 0 |
| Jun 2024 | $282.6M | $282.6M | $68.1K | 9 | 0 |
| Apr 2024 | $282.6M | $282.6M | $68.1K | 10 | 0 |
| Mar 2024 | $282.6M | $282.6M | $68.1K | 10 | 0 |
| Jul 2023 | $277.8M | $274.9M | $2.9M | 10 | 5 |
| Apr 2023 | $277.8M | $274.9M | $2.9M | 10 | 5 |
| Mar 2023 | $277.8M | $274.9M | $2.9M | 10 | 5 |
| Mar 2023 | $274.9M | $266.6M | $8.2M | 10 | 4 |
| Oct 2022 | $274.9M | $266.6M | $8.2M | 10 | 4 |
| Sep 2022 | $274.9M | $266.6M | $8.2M | 10 | 4 |
| Sep 2022 | $274.9M | $266.6M | $8.2M | 10 | 4 |
| Apr 2022 | $274.9M | $266.6M | $8.2M | 8 | 4 |
| Mar 2022 | $274.9M | $266.6M | $8.2M | 8 | 4 |
| Feb 2022 | $234.3M | $234.3M | $0 | 7 | 0 |
| Nov 2021 | $234.3M | $234.3M | $0 | 7 | 0 |
| Jul 2021 | $234.3M | $234.3M | $0 | 6 | 0 |
| Feb 2021 | $234.3M | $234.3M | $0 | 6 | 0 |
| Nov 2020 | $0 | $0 | $0 | 2 | 0 |
| Nov 2020 | $0 | $0 | $0 | 2 | 0 |
| Sep 2020 | $0 | $0 | $0 | 2 | 0 |
| Sep 2020 | $0 | $0 | $0 | 2 | 0 |
DateMay 2025
Total AUM$293M
Discretionary$293M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$293M
Discretionary$293M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$293M
Discretionary$293M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$68.1K
Employees5
Clients0
DateJan 2025
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$68.1K
Employees7
Clients0
DateOct 2024
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$68.1K
Employees8
Clients0
DateOct 2024
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$68.1K
Employees8
Clients0
DateAug 2024
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$68.1K
Employees9
Clients0
DateJun 2024
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$68.1K
Employees9
Clients0
DateApr 2024
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$68.1K
Employees10
Clients0
DateMar 2024
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$68.1K
Employees10
Clients0
DateJul 2023
Total AUM$277.8M
Discretionary$274.9M
Non-Disc.$2.9M
Employees10
Clients5
DateApr 2023
Total AUM$277.8M
Discretionary$274.9M
Non-Disc.$2.9M
Employees10
Clients5
DateMar 2023
Total AUM$277.8M
Discretionary$274.9M
Non-Disc.$2.9M
Employees10
Clients5
DateMar 2023
Total AUM$274.9M
Discretionary$266.6M
Non-Disc.$8.2M
Employees10
Clients4
DateOct 2022
Total AUM$274.9M
Discretionary$266.6M
Non-Disc.$8.2M
Employees10
Clients4
DateSep 2022
Total AUM$274.9M
Discretionary$266.6M
Non-Disc.$8.2M
Employees10
Clients4
DateSep 2022
Total AUM$274.9M
Discretionary$266.6M
Non-Disc.$8.2M
Employees10
Clients4
DateApr 2022
Total AUM$274.9M
Discretionary$266.6M
Non-Disc.$8.2M
Employees8
Clients4
DateMar 2022
Total AUM$274.9M
Discretionary$266.6M
Non-Disc.$8.2M
Employees8
Clients4
DateFeb 2022
Total AUM$234.3M
Discretionary$234.3M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$234.3M
Discretionary$234.3M
Non-Disc.$0
Employees7
Clients0
DateJul 2021
Total AUM$234.3M
Discretionary$234.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$234.3M
Discretionary$234.3M
Non-Disc.$0
Employees6
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0