|
⚲
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| Transcendent Capital Group LLC
✚
|
|
|---|---|
| CRD # | 316872 |
| SEC # | 801-122512 |
| CIK # | |
| AUM | $241.3 MM (2023-02-14) |
| Employees | 9 (78% Investors, 22% Brokers) |
| Phone | 405-341-9188 |
| Address | 1008 South Bryant Avenue Edmond, OK 73034 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 365 | 127.4 |
| (b) Individuals (high net worth individuals) | 52 | 113.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 960 | 241.3 |
| By Discretionary | ||
| Discretionary | 960 | 241.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 960 | 241.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.3 | |
| Total | 960 | 241.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Good Harbor Advisors Inc
✚
|
MA | 0.2 |
|
RF&L Wealth Management LLC
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|
MA | 0.2 |
|
FSB Premier Wealth Management Inc
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|
IA | 0.2 |
|
Jeffrey Jay Bogdanovich
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|
WA | 0.2 |
|
Elmwood Wealth Management Inc
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|
CA | 0.2 |
|
FIG Wealth LLC
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|
CA | 0.2 |
|
Noble Wealth Management PBC
✚
|
CO | 0.2 |
|
Congress Park Capital LLC
✚
|
NY | 0.2 |
|
Pure Portfolios Holdings LLC
✚
|
OR | 0.2 |
|
KURE Advisory LLC
✚
|
MN | 0.2 |