TRANSCENDENT CAPITAL GROUP

1008 South Bryant Avenue
Suite 250
Edmond, Oklahoma 73034
Tel: 405-341-9188

About TRANSCENDENT CAPITAL GROUP

TRANSCENDENT CAPITAL GROUP, formally registered with the SEC as TRANSCENDENT CAPITAL GROUP. The firm was established in 10/15/2021. They have over 1 offices throughout the country.

TRANSCENDENT CAPITAL GROUP is a Edmond, Oklahoma based Financial Planning firm with nearly $312,086,000 assets under management, offering retirement planning & investment advisory services to 1229 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316872
SEC#	801-122512
Assets Managed by Firm	$312,086,000
No. of Clients	1229
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1229	$312,086,000
Individuals (other than high net worth individuals)	422	$118,971,198
High net worth individuals	75	$192,239,802
Corporations or other businesses	Fewer than 5 clients	$875,000

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CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

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