Overview
Assets Under Management: $312 million
Headquarters: EDMOND, OK
High-Net-Worth Clients: 75
Average Client Assets: $3 million
Frequently Asked Questions
TRANSCENDENT CAPITAL GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316872), TRANSCENDENT CAPITAL GROUP LLC is subject to fiduciary duty under federal law.
TRANSCENDENT CAPITAL GROUP LLC is headquartered in EDMOND, OK.
TRANSCENDENT CAPITAL GROUP LLC serves 75 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, TRANSCENDENT CAPITAL GROUP LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TRANSCENDENT CAPITAL GROUP LLC manages $312 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, TRANSCENDENT CAPITAL GROUP LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,229
Discretionary Accounts: 1,229
Regulatory Filings
CRD Number: 316872
Filing ID: 1946543
Last Filing Date: 2025-03-05 15:35:00
Website: https://tcapok.com