Richard
Diangelo
Capstone Triton Financial Group LLC
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About this Advisor
Richard Diangelo is a financial advisor based out of Oklahoma City, Oklahoma who has 2 years of relevant experience. Diangelo is currently employed by Capstone Triton Financial Group LLC. Their career trajectory has included roles at Capstone Triton Financial Group LLC and Kachina Investment LLC. Diangelo has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Oklahoma and Texas. Capstone Triton Financial Group LLC is a financial advisory firm operating out of Oklahoma City, OK. It controls $278 million in total assets among its 1,011 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves three charities and foundations. Of its 1,011 accounts, 24% are associated with high-net-worth individuals who have at least $1 million in investable assets. Capstone Triton Financial Group LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees depend on which service is offered. However, fees billed by Capstone Triton Financial Group LLC can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capstone Triton Financial Group LLC Brokerage Details
$277,844,408
10
1,011
$274,821
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Richard Diangelo Work History
Richard has been registered as a financial advisor for 2 years.*
Capstone Triton Financial Group LLC
Kachina Investment LLC
*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 Richard Diangelo 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
Oklahoma City, OK
Oklahoma City, OK
Duncan, OK
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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