Unclaimed Profile

Andrew Ellis Oster

CAPSTONE TRITON FINANCIAL GROUP LLC·OKLAHOMA CITY, Oklahoma

SIE, Series 7, Series 24, Series 31, Series 66CFP23 years registeredCAPSTONE TRITON FINANCIAL GROUP LLC

14614 BOGERT PARKWAY, OKLAHOMA CITY, OK 73134CRD# 4635272Firm CRD# 309294

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Ellis Oster · OKLAHOMA CITY, OK

Registration

CRD #4635272 · CAPSTONE TRITON FINANCIAL GROUP LLC · 23 years registered

Brand Profile

Not yet started

Career History

TRITON FINANCIAL GROUP, INC

Oct 2020 – present

TRITON WEALTH ADVISORS, LLC

Apr 2011 – Dec 2020

OKLAHOMA CITY, OK

SECURITIES AMERICA ADVISORS, INC.

Dec 2009 – Sep 2011

PONCA CITY, OK

THE FOCUS GROUP ADVISORS

Jun 2008 – Dec 2009

BARTLESVILLE, OK

BRECEK & YOUNG ADVISORS, INC.

May 2006 – Dec 2008

PONCA CITY, OK

AXA ADVISORS, LLC

May 2003 – May 2006

PONCA CITY, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 66

Registration record

First registered · May 19, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

2019Customer Dispute·Settled

2008Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAPSTONE TRITON FINANCIAL GROUP INC

CRD 309294 · SEC 801-119672

AUM

$283M

Regulatory assets under management

Employees

811 client accounts

Services offered by CAPSTONE TRITON FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPSTONE TRITON FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Andrew Ellis Oster offer?

Andrew Ellis Oster specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Andrew Ellis Oster's credentials?

Andrew Ellis Oster holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Ellis Oster located?

Andrew Ellis Oster is based in OKLAHOMA CITY, Oklahoma, working with CAPSTONE TRITON FINANCIAL GROUP LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Andrew Ellis Oster charge for services?

Andrew Ellis Oster's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPSTONE TRITON FINANCIAL GROUP LLC?

CAPSTONE TRITON FINANCIAL GROUP LLC has approximately 8 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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