Transcendent Capital Group

Transcendent Capital Group (CRD# 316872) is a financial advisory firm headquartered in Edmond, OK. They manage $248,500,000 in 1,093 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1008 South Bryant Avenue, Suite 250, Edmond, OK 73034
https://www.transcendentcapitalgroup.com/
By the Numbers
  • Total Assets Under Management
    249
    MILLION
  • Total Number of Accounts
    1,093
    ACCOUNTS
  • Average Account Value
    $227,356
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, GA, LA, NE, OK, PA, TX

Financial Advisors at Transcendent Capital Group
Showing 1 - 5 of 5 top financial advisors.
1
David Ferrell, financial advisor Edmond OK
David C. Ferrell
CRD#: 2446997
1008 South Bryant Avenue, Suite 250, Edmond, OK 73034

David Ferrell (CRD# 2446997) is an Investment Advisor Representative working at Transcendent Capital Group in Edmond, OK and has over 30 years of experience in the finance industry.

2
Mitchell Green, financial advisor Edmond OK
Mitchell D. Green
CRD#: 6486734
1008 South Bryant Avenue, Suite 250, Edmond, OK 73034

Mitchell Green (CRD# 6486734) is an Investment Advisor Representative working at Transcendent Capital Group in Edmond, OK and has over 8 years of experience in the finance industry.

3
Darrell James, financial advisor Edmond OK
Darrell S. James
CRD#: 1124647
1008 South Bryant Avenue, Suite 250, Edmond, OK 73034

Darrell James (CRD# 1124647) is an Investment Advisor Representative working at Transcendent Capital Group in Edmond, OK and has over 40 years of experience in the finance industry.

4
Bill Johnson, financial advisor Edmond OK
Bill A. Johnson
CRD#: 2948410
1008 South Bryant Avenue, Suite 250, Edmond, OK 73034

Bill Johnson (CRD# 2948410) is an Investment Advisor Representative working at Transcendent Capital Group in Edmond, OK and has over 26 years of experience in the finance industry.

5
Grant Tarrant, financial advisor Edmond OK
Grant N. Tarrant
CRD#: 7370648
1008 South Bryant Avenue, Suite 250, Edmond, OK 73034

Grant Tarrant (CRD# 7370648) is an Investment Advisor Representative working at Transcendent Capital Group in Edmond, OK and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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