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| Happy Holidays!! thanks for using AUM13F!! |
| Triton Financial Group Inc
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| CRD # | 309294 |
| SEC # | 801-119672 |
| CIK # | 0001660734, 0001811805 |
| AUM | $293.0 M (2025-05-15) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 405-696-7140 |
| Address | 14614 Bogert Parkway Oklahoma City, OK 73134 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001660734 0001811805 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.3 | ||
| Nvidia Corp | 6.0 | ||
| Amazon Com Inc | 5.4 | ||
| Wal Mart Stores Inc | 5.2 | ||
| Microsoft Corp | 5.1 | ||
| Costco Wholesale Corp /NEW | 3.9 | ||
| Alphabet Inc | 3.8 | ||
| CrowdStrike Holdings Inc | 3.0 | ||
| Netflix Inc | 2.9 | ||
| Coca Cola Co | 2.9 | ||
| Cisco Systems Inc | 2.6 | ||
| Abbott Laboratories | 2.4 | ||
| Check Point Software Technologies Ltd | 2.3 | ||
| Applied Materials Inc /DE | 2.3 | ||
| International Business Machines Corp | 2.3 | ||
| Digital Realty Trust Inc | 2.2 | ||
| Oracle Corp | 2.1 | ||
| Broadcom Inc | 2.0 | ||
| Republic Services Inc | 2.0 | ||
| Bancfirst Corp /OK/ | 1.8 | ||
| Aflac Inc | 1.8 | ||
| Emerson Electric Co | 1.7 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Ecolab Inc | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 52.6 |
| (b) Individuals (high net worth individuals) | 80 | 183.1 |
| (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 | 38 | 54.7 |
| (h) Charitable organizations | 2 | 1.1 |
| (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 | 2 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 338 | 293.0 |
| By Discretionary | ||
| Discretionary | 338 | 293.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 338 | 293.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 293.0 | |
| Total | 338 | 293.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001660734] | |
| 10-Q | [0001660734] | |
| 3 | [0001660734] | |
| 4 | [0001660734] | |
| 5 | [0001660734] | |
| 6-K | [0001660734] | |
| 8-K | [0001660734] | |
| SC 13D | [0001660734] | |
| SC 13G | [0001660734] | |
| 13F-HR | [0001811805] |
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|---|---|---|
|
Centerline Wealth Advisors LLC
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KY | 0.3 |
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Post Resch Tallon Group Inc
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NY | 0.3 |
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Key Capital Management Inc
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TN | 0.3 |
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Nicholson Meyer Capital Management Inc
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MO | 0.3 |
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Optima Capital LLC
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OR | 0.3 |
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WFG Capital Advisors LLC
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AL | 0.3 |
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North Capital Inc
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UT | 0.3 |
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Panoramic Investment Advisors LLC
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|
CO | 0.3 |
|
Advisors Financial Inc
✚
|
VA | 0.3 |
|
Quarry Hill Advisors LLC
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|
MN | 0.3 |