CRD: 309294
Triton Financial Group, INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-19-2020
- Office Locations
- 1
Office Locations
About Triton Financial Group, INC
Triton Financial Group is an Oklahoma City–based fiduciary advisory firm providing financial, business, and insurance planning alongside portfolio reviews and investment management. The team builds custom action plans around clients’ personal and business milestones, emphasizing long-term relationships and goal-focused advice. Portfolios are primarily implemented with ETFs and public funds, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD JOSEPH DIANGELO
Financial Advisor, VICE PRESIDENT
- CRD
- #2528991
- Ownership
- Less than 5%
ANDREW ELLIS OSTER
Board of Directors, Chief Compliance Officer, President
- CRD
- #4635272
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,729,081 | $510,314 |
| Non-Discretionary | $0 | -- |
| Total | $258,729,081 | $510,314 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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