# Transcendent Capital Group

> Transcendent Capital Group is an SEC-registered investment advisory firm in Edmond, OK, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 316872
- Filed as: TRANSCENDENT CAPITAL GROUP
- Legal name: Transcendent Capital Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edmond, OK
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316872
- AdvisorCensus page: https://advisorcensus.com/firm/transcendent-capital-group-edmond-ok-316872

## Quick answers

**How is Transcendent Capital Group compensated?**
On its Form ADV (Item 5.E, October 2026), Transcendent Capital Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Transcendent Capital Group located?**
Transcendent Capital Group's principal office is in Edmond, OK, according to its Form ADV.

**Is Transcendent Capital Group registered with the SEC or a state?**
Transcendent Capital Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316872.

**How much does Transcendent Capital Group manage?**
Transcendent Capital Group reports $360,737,340 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**How have Transcendent Capital Group's assets and staff changed since 2022?**
In the Form ADV data for Transcendent Capital Group: Regulatory assets under management: $147,800,000 in the October 2022 data and $360,737,340 in the October 2026 data, up 144%. Total employees: 6 in October 2022 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Transcendent Capital Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (435); high net worth individuals (71); corporations or other businesses not listed above (4).

**Which custodians does Transcendent Capital Group use?**
Transcendent Capital Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Transcendent Capital Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316872

**What changed in Transcendent Capital Group's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $312,086,000 to $360,737,340 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $360,737,340
- Discretionary: $360,737,340
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 435 | $112,597,630 |
| High net worth individuals | 71 | $246,450,934 |
| Corporations or other businesses not listed above | 4 | $1,688,776 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 11 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, GA, LA, NE, OK, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- transcendentcapitalgroup.com
- Facebook @transcendentcapitalgroup
- LinkedIn @transcendent-capital-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $147,800,000 | 6 | August 24, 2022 |
| October 2023 | $241,250,484 | 8 | August 9, 2023 |
| October 2024 | $248,500,000 | 10 | September 20, 2024 |
| October 2025 | $312,086,000 | 10 | March 5, 2025 |
| October 2026 | $360,737,340 | 11 | February 5, 2026 |

Regulatory assets under management: $147,800,000 in the October 2022 data and $360,737,340 in the October 2026 data, up 144%.
Total employees: 6 in October 2022 and 11 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $312,086,000 to $360,737,340 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Transcendent Capital Group (CRD 316872): Form ADV filing data as of October 2026.