Transcendent Capital Group
Transcendent Capital Group is an SEC-registered mass-market adviser in Edmond, OK with $360.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Transcendent Capital Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316872, SEC 801-122512, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $360.7M (2026-02-05)
- Firm type
- Mass-Market Adviser
- Location
- Edmond, OK
- Employees
- 11
- Clients
- 510
- CRD
- 316872
- Ownership
- JOHNSON, BILL, ALLEN; FERRELL, DAVID, CHAD
How much AUM does Transcendent Capital Group have?
Transcendent Capital Group reported $360.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Transcendent Capital Group?
Disclosed owners and executives of Transcendent Capital Group include JOHNSON, BILL, ALLEN, FERRELL, DAVID, CHAD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.