Transcendent Capital Group LLC
● SEC registered since 2021CRD 316872SEC# 801-122512Edmond, OK
Reg. AUM
$360.7M
Employees
11
Accounts
1,339
Location
Edmond, OK
Transcendent Capital Group LLC assets under management
Transcendent Capital Group LLC is an SEC-registered investment adviser based in Edmond, OK. The firm has been registered since 2021. It reports $360.7 million in regulatory assets under management and employs 11 people.
Transcendent Capital Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bill Allen Johnson Control | Managing Member | 50-75% | 2021 |
| David Chad Ferrell Control | Managing Member / Cco | 50-75% | 2021 |
Frequently asked questions
How much does Transcendent Capital Group LLC manage?
Transcendent Capital Group LLC reports $360.7 million in regulatory assets under management on its Form ADV.
How many employees does Transcendent Capital Group LLC have?
Transcendent Capital Group LLC reports 11 employees.
Where is Transcendent Capital Group LLC located?
Transcendent Capital Group LLC is based in Edmond, OK and has been SEC-registered since 2021.
Does Transcendent Capital Group LLC disclose fund performance?
Transcendent Capital Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1008 South Bryant Avenue, Suite 250, Edmond, OK 73034 |
| Phone | 405-341-9188 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$360.7M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$360.7Mregulatory AUM
Discretionary $360.7M