Inactive

Sarah Elizabeth Holmes

Transcendent Capital Group

CRD 8147854

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Employer firm

Transcendent Capital Group CRD 316872

$361M regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Transcendent Capital Group

1008 South Bryant Avenue Suite 250, Edmond, OK 73034 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2025-10-02

OK RA
APPROVED

Since 2025-10-02

Branch Locations

1008 South Bryant Avenue Suite 250, Edmond, OK 73034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Transcendent Capital Group, Llc	Edmond	OK	08/2025	Present
Ess	Fayetteville	AR	03/2025	05/2025
Phillips 66	Fayetteville	AR	07/2020	03/2025
Oklahoma State University	Stillwater	OK	08/2016	05/2020

08/2025 → Present

Transcendent Capital Group, Llc

Edmond, OK
03/2025 → 05/2025

Ess

Fayetteville, AR
07/2020 → 03/2025

Phillips 66

Fayetteville, AR
08/2016 → 05/2020

Oklahoma State University

Stillwater, OK

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-02

S65 Uniform Investment Adviser Law Examination

2025-10-02

Other Names

Sarah Elizabeth Johnson

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

Nearby Investors

CHRISTI E DENNIS

KARIM ELIAS KARIM

WILLIAM THOMAS BISHOP

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · EDMOND, OK

EDWARD JONES · Edmond, OK

CETERA INVESTMENT ADVISERS LLC · EDMOND, OK

More in Edmond, OK

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