Andrew
Oster

Capstone Triton Financial Group LLC

CRD#4635272
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Andrew Oster is a certified financial planner operating out of Oklahoma City, Oklahoma who has 3 years of industry experience. Oster is an advisor for Capstone Triton Financial Group LLC. Their career trajectory has included roles at Oster Financial Group, LLC, Securities America, Inc, Triton Wealth Advisors, LLC, Finra, Sagepoint Financial and Capstone Triton Financial Group LLC. Oster holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Oklahoma and Texas. Capstone Triton Financial Group LLC is a financial advisory company based in Oklahoma City, OK. It controls $278 million in assets across its 1,011 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises three charitable organizations. Of its 1,011 client accounts, 24% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees depend on which service is provided. Fees charged by Capstone Triton Financial Group LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14614 Hertz Quail Springs Pkwy
Oklahoma City, OK 73134

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Capstone Triton Financial Group LLC Brokerage Details

Total Assets Under Management

$277,844,408

OK Average: $681,523,814
Total Number of Employees

10

OK Average: 15
Total Number of Accounts

1,011

OK Average: 642
Average Account Size

$274,821

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Andrew Oster Work History

Andrew has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Capstone Triton Financial Group LLC

2014 - 2019 (5 years)

Sagepoint Financial

2011 - 2020 (9 years)

Triton Wealth Advisors, LLC

2010 - 2015 (5 years)

Oster Financial Group, LLC

2010 - 2020 (10 years)

Triton Wealth Advisors, LLC

2010 - 2019 (9 years)

Finra

2009 - 2014 (5 years)

Securities America, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Oster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capstone Triton Financial Group LLC

Joel Haworth
Oklahoma City, OK
Andrew Oster
Oklahoma City, OK
Joseph Combest
Duncan, OK
Richard Diangelo
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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