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Transcendent Capital Group CRD 316872
$361M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1008 South Bryant Avenue Suite 250, Edmond, OK 73034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-11-07 |
| CA | RA | APPROVED | 2024-11-07 |
| OK | RA | APPROVED | 2024-11-07 |
| PA | RA | APPROVED | 2024-11-07 |
| TX | RA | APPROVED | 2024-11-07 |
Branch Locations
1008 South Bryant Avenue Suite 250, Edmond, OK 73034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arthur J Gallagher | Oklahoma City | OK | 08/2018 | 12/2021 |
| Cam Consolidated Benefits Llc | Edmond | OK | 01/2022 | 08/2024 |
| Frazier Fire Llc | Oklahoma City | OK | 12/2021 | 01/2022 |
| Frazier Fire Llc | Oklahoma City | OK | 05/2018 | 07/2018 |
| University Of Oklahoma | Norman | OK | 01/2016 | 05/2018 |
| James Wealth Solutions | Edmond | OK | 08/2022 | 08/2024 |
| Transcendent Capital Group | Edmond | OK | 08/2024 | Present |
| Transcendent Capital Group | Edmond | OK | 08/2022 | 08/2024 |
CAM Consolidated Benefits LLC; not investment-related; 2517 Brookdale Ave, Edmond OK 73034; Employee benefits insurance brokerage; owner/employee benefits consultant; began January 2022; approx. 40 hours/month; 0 hours during trading hours; Develop and maintain relationships with businesses, helping them improve their business through consulting on their employee benefits program.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-15 |
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