DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TRITON FINANCIAL GROUP, INC

CRD 309294

OKLAHOMA CITY, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9fe881ac-72bb-871b-b658-265e8d51d5a8

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 0
Observed: Sep 22, 2020 to Mar 24, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.7 fund_share=0.0 institutional_share=0.25 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $259MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $259M
Private client RAUM: $182MderivedItem 5.D individuals plus high net worth individuals
Private client share: 70%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $129Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 507
Individual clients: 198
High net worth clients: 48
SEC number: 801-119672
CRD: 309294
Filings on the tape: 29
First filed: Sep 22, 2020
Latest filed: Mar 24, 2026
Organised: Corporation, OK
Website: ctfg.co

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREW ELLIS OSTER	Certified Financial Planner	Oklahoma City, OK	5	23	5	no
RICHARD JOSEPH DIANGELO	n/a	Oklahoma City, OK	5	32	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDREW ELLIS OSTER REVOCABLE TRUST	Shareholder	E	yes	11/2020	Jul 13, 2021	Oct 25, 2024
DIANGELO, RICHARD, JOSEPH	VICE PRESIDENT	Na	yes	04/2021	Nov 30, 2021	Oct 25, 2024
OSTER, ANDREW, ELLIS	Trustee	E	yes	07/2010	Sep 22, 2020	Oct 25, 2024
OSTER, ANDREW, ELLIS	PRESIDENT AND CHIEF COMPLIANCE OFFICER	Na	yes	03/2022	Sep 22, 2020	Oct 25, 2024
Oster, Catherine, Elizabeth	BOARD MEMBER	C	yes	05/2024	Aug 12, 2024	Oct 25, 2024
Oster, Catherine, Elizabeth	BOARD MEMBER	Na	yes	06/2024	Aug 12, 2024	Oct 25, 2024
PEREZ, CHELSEA, RAYE	DIRECTOR OF COMPLIANCE & MARKETING	Na	no	06/2024	Aug 12, 2024	Oct 25, 2024
SCOTT, MARA, L	DIRECTOR OF CLIENT SERVICES	Na	no	12/2022	Oct 15, 2024	Oct 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EPIC RETIREMENT	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Duncan	Ok	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$259M	$259M	5	2	0	n/a	n/a
2024	Apr 10, 2025	$293M	$293M	5	2	0	n/a	n/a
2023	Mar 25, 2024	$283M	$283M	10	5	1	n/a	n/a
2022	Mar 21, 2023	$278M	$275M	10	5	0	n/a	n/a
2021	Mar 15, 2022	$275M	$267M	8	3	0	n/a	n/a
2020	Feb 11, 2021	$234M	$234M	6	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$259M	$293M	-11.7%	$278M	-2.3%	5	5	0	0

Relationships

Registered with (3)

← RICHARD JOSEPH DIANGELOAdvisorregistration: current employment
Jun 10, 2021 to presentfactForm ADV
← ANDREW ELLIS OSTERAdvisorregistration: current employment
Oct 19, 2020 to presentfactForm ADV
← JOSEPH HOUSTON COMBESTAdvisorregistration: previous registration
Sep 6, 2022 to Jan 7, 2025factForm ADV

Controls (4)

← DIANGELO, RICHARD, JOSEPHOwnerVICE PRESIDENT, ownership code NA, individual
Nov 30, 2021 to Oct 25, 2024factForm ADV
← OSTER, ANDREW, ELLISOwnerTRUSTEE, ownership code E, individual
Sep 22, 2020 to Oct 25, 2024factForm ADV
← Oster, Catherine, ElizabethOwnerBOARD MEMBER, ownership code C, individual
Aug 12, 2024 to Oct 25, 2024factForm ADV
← ANDREW ELLIS OSTER REVOCABLE TRUSTOwnerSHAREHOLDER, ownership code E, domestic entity
Jul 13, 2021 to Oct 25, 2024factForm ADV

Owns (2)

← SCOTT, MARA, LOwnerDIRECTOR OF CLIENT SERVICES, ownership code NA, individual
Oct 15, 2024 to Oct 25, 2024factForm ADV
← PEREZ, CHELSEA, RAYEOwnerDIRECTOR OF COMPLIANCE & MARKETING, ownership code NA, individual
Aug 12, 2024 to Oct 25, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 7, 2025
Advisor changed firm
Joseph Houston Combest left Triton Financial Group, Inc for Second Line Capital, Llc (registered 2025-01-02)
Form ADVobserved 5 days ago
Occurred
Nov 30, 2021
Control person joined
Joseph Richard Diangelo (Vice President) appeared on Schedule A of Triton Financial Group, Inc
Form ADVobserved 5 days ago
Occurred
Sep 22, 2020
First Form ADV filing
Capstone Triton Financial Group Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 19, 2026
date not stated
Richard Joseph Diangelo no longer holds an investment adviser registration (last listed at Triton Financial Group, Inc on the 2026-09-18 feed)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9fe881ac-72bb-871b-b658-265e8d51d5a8
First observed: Sep 22, 2020
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRITON FINANCIAL GROUP, INC

CRD 309294

OKLAHOMA CITY, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9fe881ac-72bb-871b-b658-265e8d51d5a8

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW ELLIS OSTER

Certified Financial Planner

Oklahoma City, OK

RICHARD JOSEPH DIANGELO

n/a

Oklahoma City, OK

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDREW ELLIS OSTER REVOCABLE TRUST

Shareholder

yes

11/2020

Jul 13, 2021

Oct 25, 2024

DIANGELO, RICHARD, JOSEPH

VICE PRESIDENT

yes

04/2021

Nov 30, 2021

Oct 25, 2024

OSTER, ANDREW, ELLIS

Trustee

yes

07/2010

Sep 22, 2020

Oct 25, 2024

OSTER, ANDREW, ELLIS

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

03/2022

Sep 22, 2020

Oct 25, 2024

Oster, Catherine, Elizabeth

BOARD MEMBER

yes

05/2024

Aug 12, 2024

Oct 25, 2024

Oster, Catherine, Elizabeth

BOARD MEMBER

yes

06/2024

Aug 12, 2024

Oct 25, 2024

PEREZ, CHELSEA, RAYE

DIRECTOR OF COMPLIANCE & MARKETING

06/2024

Aug 12, 2024

Oct 25, 2024

SCOTT, MARA, L

DIRECTOR OF CLIENT SERVICES

12/2022

Oct 15, 2024

Oct 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EPIC RETIREMENT

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Duncan

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$259M

n/a

2024

Apr 10, 2025

$293M

n/a

2023

Mar 25, 2024

$283M

n/a

2022

Mar 21, 2023

$278M

$275M

n/a

2021

Mar 15, 2022

$275M

$267M

n/a

2020

Feb 11, 2021

$234M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$259M

$293M

-11.7%

$278M

-2.3%