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 organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. Registered with the SEC since 2021, the firm offers financial planning and portfolio management for individuals, small businesses, and institutions, and it performs selection of other advisers. Its fee mix includes asset-based fees, hourly charges, and fixed-fee engagements. Transcendent does not market itself as an ESG investor and is not registered as a multi-state adviser or pension consultant. The firm has an industry affiliation with an insurance company and was named to Citywire’s "50 Growers Across America" list in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 9Daniel 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 101Active vs passive
$226M in ETFs
52%
$118M
34%
$108M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF (SPBU) | $16.8M | 618,856 | 7.45% |
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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