Richard
Diangelo

Capstone Triton Financial Group LLC

CRD#2528991
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Richard Diangelo is a financial advisor based in Oklahoma City, Oklahoma, working with Capstone Triton Financial Group LLC. Richard has previously held positions at Capstone Triton Financial Group LLC and Kachina Investment LLC. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Richard is part of Capstone Triton Financial Group LLC, which operates out of Oklahoma City, Oklahoma. The firm has 1 office and 10 employees. The firm manages assets totaling $282.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Capstone Triton Financial Group LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

13919 Quail Point Dr.
Oklahoma City, OK 73134

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Capstone Triton Financial Group LLC Brokerage Details

Total Assets Under Management

$282,644,038

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

10

OK Average: 15
Total Number of Accounts

811

OK Average: 642
Average Account Size

$348,513

OK Average: $1,061,564

Investment Advisory Services

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

Richard Diangelo Work History

2021 - Present (4 years)

Capstone Triton Financial Group LLC

2003 - Present (22 years)

Kachina Investment LLC

Created with Highcharts 6.0.7

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

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

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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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