Transcendent Capital Group

RIASEC Registered

Total AUM

$361M

Discretionary

$361M

100% of AUM

Avg account

$269K

Accounts

1,339

Employees

Advisory reps

Firm details

Headquarters: Edmond, Oklahoma
CRD number: 316872
Registered since: October 15, 2021
Website: www.transcendentcapitalgroup.com
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

FINTRX

Overview

Transcendent Capital Group is an independent, individually owned limited liability company that provides advisory and portfolio management services to both private clients and institutional accounts. The firm is SEC registered (registration recorded in 2021) and describes itself as a capital allocator, combining financial planning with portfolio management for individuals, small businesses, and institutions, along with selection of other advisers. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. Transcendent does not identify as an active ESG investor. Advisory activities listed in regulatory filings emphasize financial planning and discretionary portfolio management, and the firm notes an affiliation with an insurance company. A Citywire accolade — "50 Growers Across America" — was attributed in 2024.