Transcendent Capital Group
Firm details
- Headquarters
- Edmond, Oklahoma
- CRD number
- 316872
- Registered since
- October 15, 2021
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.32%
- Individuals31.21%
- Corporations / Businesses0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Transcendent Capital Group is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm operates as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection of outside advisers. Pricing options include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm is not positioned as an ESG investor and is registered to operate in a single state. Industry affiliation with an insurance company is noted, and the firm appeared on Citywire’s "50 Growers Across America" list in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities40%
- US Government Bonds5%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
Contacts
3 of 9
Daniel James
Client AssociateCRD 7974696
Sarah Holmes
Client AssociateCRD 8147854
David Ferrell
Managing Partner, Financial AdvisorCRD 2446997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$265M in ETFs
57%
$151M
30%
$114M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF (SPBU) | $19.1M | 632,250 | 7.22% |
Location
Edmond, OK
Oklahoma
Location
Edmond, OK
Headquartered in Edmond, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 1008 S Bryant Ave
- Time zone
- CT (UTC-6)
- Office locations
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