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).
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Total Assets Under Management249MILLION
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Total Number of Accounts1,093ACCOUNTS
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Average Account Value$227,356
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AR, AZ, CA, GA, LA, NE, OK, PA, TX
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.
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.
Darrell James (CRD# 1124647) is an Investment Advisor Representative working at Transcendent Capital Group in Edmond, OK and has over 41 years of experience in the finance industry.
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.
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.