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TRITON FINANCIAL GROUP, INC

OKLAHOMA CITY, OK · CRD 309294 · IAPD ↗ · ctfg.co · 405-696-7140

$258.7MRegulatory AUM
2Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2025 — CAPSTONE TRITON FINANCIAL GROUP INC is now doing business as TRITON FINANCIAL GROUP, INC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
28
September 2024 — CAPSTONE TRITON FINANCIAL GROUP INC changed its website from capfinancial.com to ctfg.co.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
September 2024 — CAPSTONE TRITON FINANCIAL GROUP LLC is now doing business as CAPSTONE TRITON FINANCIAL GROUP INC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.