|
⚲
|
| Triton Financial Group Inc
✚
|
|
|---|---|
| CRD # | 309294 |
| SEC # | 801-119672 |
| CIK # | 0001811805, 0001660734 |
| AUM | $258.7 M (2026-03-24) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 405-696-7140 |
| Address | 14614 Bogert Parkway Oklahoma City, OK 73134 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 3.4 | ||
| Public Storage | 1.5 | ||
| GE Vernova Inc | 1.0 | ||
| Trebia Acquisition Corp | 0.9 | ||
| Alphabet Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 36.3 |
| (b) Individuals (high net worth individuals) | 48 | 145.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 55 | 64.1 |
| (h) Charitable organizations | 2 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 11.4 |
| (n) Other | 0 | 0.0 |
| Total | 507 | 258.7 |
| By Discretionary | ||
| Discretionary | 507 | 258.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 507 | 258.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.7 | |
| Total | 507 | 258.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001660734] | |
| 10-Q | [0001660734] | |
| 3 | [0001660734] | |
| 4 | [0001660734] | |
| 5 | [0001660734] | |
| 6-K | [0001660734] | |
| 8-K | [0001660734] | |
| SC 13D | [0001660734] | |
| SC 13G | [0001660734] | |
| 13F-HR | [0001811805] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Elevation Wealth Management LLC
✚
|
0.3 | |
|
KURE Advisory LLC
✚
|
MN | 0.3 |
|
Cobblestone Asset Management LLC
✚
|
VA | 0.3 |
|
Northern Lights Advisors Inc
✚
|
WA | 0.3 |
|
724 Capital LLC
✚
|
0.3 | |
|
GK Wealth Management LLC
✚
|
NV | 0.3 |
|
Pacific Capital Associates Inc
✚
|
CA | 0.3 |
|
Up Strategic Wealth Investment Advisors LLC
✚
|
PA | 0.3 |
|
Bush Investment Group LLC
✚
|
GA | 0.3 |
|
Horizons Wealth Management Inc
✚
|
NC | 0.3 |