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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DIANGELO, RICHARD, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DUNHAM, MICHAEL, PHILLIP | I | PRESIDENT | NA | |
| DUNHAM, MICHAEL, PHILLIP | I | PRESIDENT | NA | |
| DUNHAM, MICHAEL, PHILLIP | I | PRESIDENT | NA | |
| DUNHAM, MICHAEL, PHILLIP | I | INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| DUNHAM, MICHAEL, PHILLIP | I | PRESIDENT | NA | |
| DUNHAM, MICHAEL, PHILLIP | I | PRESIDENT | NA | |
| DUNHAM, MICHAEL, PHILLIP | I | INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTER, ANDREW, ELLIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Oster, Catherine, Elizabeth | I | BOARD MEMBER | NA | Control |
| Oster, Catherine, Elizabeth | I | BOARD MEMBER | NA | Control |
| Oster, Catherine, Elizabeth | I | BOARD MEMBER | NA | |
| Oster, Catherine, Elizabeth | I | BOARD MEMBER | NA | Control |
| Oster, Catherine, Elizabeth | I | BOARD MEMBER | NA | Control |
| Oster, Catherine, Elizabeth | I | BOARD MEMBER | NA | Control |
| Oster, Catherine, Elizabeth | I | BOARD MEMBER | NA | Control |
| Oster, Catherine, Elizabeth | I | BOARD MEMBER | NA | Control |
| Oster, Catherine, Elizabeth | I | BOARD MEMBER | NA | Control |
| PEREZ, CHELSEA, RAYE | I | DIRECTOR OF COMPLIANCE & MARKETING | NA | |
| PEREZ, CHELSEA, RAYE | I | DIRECTOR OF COMPLIANCE & MARKETING | NA | |
| PEREZ, CHELSEA, RAYE | I | DIRECTOR OF COMPLIANCE & MARKETING | NA | |
| PEREZ, CHELSEA, RAYE | I | DIRECTOR OF COMPLIANCE & MARKETING | NA | |
| PEREZ, CHELSEA, RAYE | I | DIRECTOR OF COMPLIANCE & MARKETING | NA | |
| PEREZ, CHELSEA, RAYE | I | DIRECTOR OF COMPLIANCE & MARKETING | NA | |
| PEREZ, CHELSEA, RAYE | I | DIRECTOR OF COMPLIANCE & MARKETING | NA | |
| PEREZ, CHELSEA, RAYE | I | DIRECTOR OF COMPLIANCE & MARKETING | NA | |
| PEREZ, CHELSEA, RAYE | I | DIRECTOR OF COMPLIANCE & MARKETING | NA | |
| SCOTT, MARA, L | I | DIRECTOR OF CLIENT SERVICES | NA | |
| SCOTT, MARA, L | I | DIRECTOR OF CLIENT SERVICES | NA | |
| SCOTT, MARA, L | I | DIRECTOR OF CLIENT SERVICES | NA | |
| SCOTT, MARA, L | I | DIRECTOR OF CLIENT SERVICES | NA | |
| SCOTT, MARA, L | I | DIRECTOR OF CLIENT SERVICES | NA | |
| SCOTT, MARA, L | I | DIRECTOR OF CLIENT SERVICES | NA | |
| SCOTT, MARA, L | I | DIRECTOR OF CLIENT SERVICES | NA | |
| SCOTT, MARA, L | I | DIRECTOR OF CLIENT SERVICES | NA | |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | MEMBER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANDREW ELLIS OSTER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| TRITON WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TRITON WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TRITON WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TRITON WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TRITON WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| TRITON WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ANDREW OSTER REVOCABLE TRUST | DE | TRITON WEALTH ADVISORS, LLC | F | Control |
| ANDREW OSTER REVOCABLE TRUST | DE | TRITON WEALTH ADVISORS, LLC | F | Control |
| ANDREW OSTER REVOCABLE TRUST | DE | TRITON WEALTH ADVISORS, LLC | F | Control |
| ANDREW OSTER REVOCABLE TRUST | DE | TRITON WEALTH ADVISORS, LLC | F | Control |
| ANDREW OSTER REVOCABLE TRUST | DE | TRITON WEALTH ADVISORS, LLC | F | Control |
| ANDREW OSTER REVOCABLE TRUST | DE | TRITON WEALTH ADVISORS, LLC | F | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| OSTER, ANDREW, ELLIS | I | ANDREW ELLIS OSTER REVOCABLE TRUST | E | Control |
| Oster, Catherine, Elizabeth | I | ANDREW ELLIS OSTER REVOCABLE TRUST | C | Control |
| Oster, Catherine, Elizabeth | I | ANDREW ELLIS OSTER REVOCABLE TRUST | C | Control |
Registrations
Federal
IA
May 15, 2025 REGISTERED
Notice Filings (7)
AZ CA CO FL LA OK TX
Address
14614 BOGERT PARKWAYOKLAHOMA CITY, OK 73134
United States
Phone: 405-696-7140