TRANSCENDENT CAPITAL GROUP
  • TRANSCENDENT CAPITAL GROUP
  • TRANSCENDENT CAPITAL GROUP LLC

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Adviser Profile

As of Date 02/05/2026
Registration SEC, Approved, 10/15/2021
ADV Location EDMOND, OK, United States
Contact Info 405 xxxxxxx
Websites
AUM* 360,737,340 45%
of that, discretionary 360,737,340 45%
Number of Employees 11 10%
of those in investment advisory functions 9 29%
Private Fund GAV* 0
Avg Account Size 269,408 18%
% High Net Worth 13.92% -5%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

361M 309M 258M 206M 155M 103M 52M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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