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TRANSCENDENT CAPITAL GROUP
TRANSCENDENT CAPITAL GROUP LLC
CRD 316872 · SEC 801-122512
1008 SOUTH BRYANT AVENUE, SUITE 250, EDMOND, OK, 73034, United States
Phone
405-341-9188
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$360.7M
Discretionary AUM
$360.7M
Team
11 total employees; 9 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 435 | $112.6M |
| High net worth individuals | 71 | $246.5M |
| Corporations/business entities | 4 | $1.7M |
States served
AR, CA, GA, LA, NE, OK, PA, TX
All web addresses on file
Official SEC filing: View on IAPD