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| Capstone Triton Financial Group LLC
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| |
|---|---|
| CRD # | 309294 |
| SEC # | 801-119672 |
| CIK # | 0001811805 |
| AUM | $282.6 MM (2024-08-12) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 405-696-7140 |
| Address | 14614 Bogert Parkway Oklahoma City, OK 73134 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 12.2 | |
| AMZN | 1,092,997.8 | 5.5 | |
| NVDA | 399,550.0 | 5.3 | |
| MSFT | 1,918,222.4 | 5.2 | |
| GOOG | 1,482,566.4 | 4.1 | |
| WMT | 335,434.5 | 3.9 | |
| COST | 207,576.9 | 3.6 | |
| AMAT | 82,662.4 | 3.4 | |
| KO | 269,985.6 | 2.6 | |
| CRWD | 40,424.6 | 2.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 43.1 |
| (b) Individuals (high net worth individuals) | 83 | 178.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 52 | 59.4 |
| (h) Charitable organizations | 2 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 811 | 282.6 |
| By Discretionary | ||
| Discretionary | 809 | 282.6 |
| Non-Discretionary | 2 | 0.1 |
| Total | 811 | 282.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 282.6 | |
| Total | 811 | 282.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001811805] |
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