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| Keyboard |
| Transcendent Capital Group LLC
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|
|---|---|
| CRD # | 316872 |
| SEC # | 801-122512 |
| CIK # | 0002013703 |
| AUM | 360.7 M (2026-02-05) |
| Employees | 11 (82% Investors, 18% Brokers) |
| Phone | 405-341-9188 |
| Address | 1008 South Bryant Avenue Edmond, OK 73034 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.9 | ||
| Microsoft Corp | 5.7 | ||
| Nvidia Corp | 3.2 | ||
| iShares Bitcoin Trust | 2.5 | ||
| Wal Mart Stores Inc | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 435 | 112.6 |
| (b) Individuals (high net worth individuals) | 71 | 246.5 |
| (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 | 4 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,339 | 360.7 |
| By Discretionary | ||
| Discretionary | 1,339 | 360.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,339 | 360.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 360.7 | |
| Total | 1,339 | 360.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002013703] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
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