Transcendent Capital Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Edmond, OK. Its latest Form ADV filing, dated February 5, 2026, reports $361M in regulatory assets under management, 11 employees, and 1,339 accounts.
Assets Under Management
$361M
Employees
11
Offices
--
Total Clients
510
Primary office
EDMOND, OK
1008 SOUTH BRYANT AVENUE, SUITE 250, EDMOND, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.3% of total clients.
Top client categories% of clientsClients
1
Individuals
85.3%
435
2
HNWI
13.9%
71
3
Corporations
0.8%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$361Mas of February 5, 2026
Discretionary100.0%
$361M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$361M
Total Accounts1,339
10Y AUM Change+$361M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee46:1
10Y Employee Change+5 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.