TRANSCENDENT CAPITAL GROUP LLC

CRD

316872

SEC file #

801-122512

EIN

872340404

DBA names

Transcendent Capital Group

Economics

AUM

$360.7M

AUM band

$100M-$500M

AUM trajectory

'22 · $147.8M

'23 · $147.8M

'25 · $312.1M

'26 · $360.7M

'22'26

$147.8M → $360.7M▲ +144%

sec adv history

Client mix

Individuals Other	435
Individuals High Net Worth	71
Corporations	4

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'22 · 6 advisors

'23 · 6 advisors

'25 · 8 advisors

'26 · 9 advisors

'22'26

6 advisors → 9 advisors▲ +50%

sec adv history

Primary office

EDMOND OK

Branches

—

Custodian & Brokerage

Primary custodian

Raymond Jameslow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

02/05/2026

facebook.com/transcendentcapitalgroup(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

FERRELL, DAVID, CHAD

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

FERRELL, DAVID, CHAD

JOHNSON, BILL, ALLEN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:transcendent.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002013703

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-03-01

Edgar Last Filing Date

2026-04-27

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-27

Accession0002013703-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4026

Soi Zip Pct 200k Plus

0.1796

Soi Zip Returns 200k Plus

3,890

Soi Zip Total AGI

2,871,002

Fdic Zip Total Deposits

22,968,060,000

Fdic Zip Branch Count

404

Fdic Zip Top Banks

The Citizens Bank of Edmond

JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Raymond James	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

1008 S BRYANT AVE STE 250EDMOND, OK 73034

Business

1008 S BRYANT AVE STE 250EDMOND, OK 73034

Edgar EIN

872340404

Edgar Recent Filings

13F-HR2026-04-27 · 0002013703-26-000002

13F-HR2026-01-26 · 0002013703-26-000001

Fdic Zip Branches Raw

Bank IV Oklahoma, National AssociationEdmond, OK

Boatmen's First National Bank of OklahomaEdmond, OK

Fdic Zip HHI

1321.37

Fdic Zip Top Bank Share Pct

28.58

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	62,465
Returns	5,260

Stub 2

AGI	135,168
Returns	3,700

Stub 3

AGI	137,294
Returns	2,220

Soi Zip Total Business Income

89,738

Soi Zip Total Cap Gains

194,765

Soi Zip Total Dividends

65,282

Soi Zip Total Returns

21,660

Top Owner CRD

2446997

Trust Company Affiliate