Unclaimed Profile

Michael Phillip Dunham

CAPSTONE TRITON FINANCIAL GROUP LLC·OKLAHOMA CITY, Oklahoma

Series 7, Series 24, Series 63, Series 65CFP29 years registeredCAPSTONE TRITON FINANCIAL GROUP LLC

14614 BOGERT PARKWAY, OKLAHOMA CITY, OK 73134CRD# 1214230Firm CRD# 309294

Profile Verification

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

Identity

Michael Phillip Dunham · OKLAHOMA CITY, OK

Registration

CRD #1214230 · CAPSTONE TRITON FINANCIAL GROUP LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPSTONE TRITON FINANCIAL GROUP LLC

CAPSTONE TRITON FINANCIAL GROUP LLC

Nov 2020 – Jul 2022

OKLAHOMA CITY, OK

CAPSTONE FINANCIAL GROUP, INC

Apr 2019 – Dec 2020

OKLAHOMA CITY, OK

ACCESS FINANCIAL RESOURCES INC.

Dec 2008 – Apr 2019

OKLAHOMA CITY, OK

LPL FINANCIAL CORPORATION

Oct 1996 – Jan 2009

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 29, 1996

Years registered · 29

Professional designation · CFP

Disclosure History

2010Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, 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 Michael Phillip Dunham offer?

Michael Phillip Dunham specializes in Financial Planning, Investment Management.

What are Michael Phillip Dunham's credentials?

Michael Phillip Dunham holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Phillip Dunham located?

Michael Phillip Dunham is based in OKLAHOMA CITY, Oklahoma, last registered with CAPSTONE TRITON FINANCIAL GROUP LLC.

How does Michael Phillip Dunham charge for services?

Michael Phillip Dunham'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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