T
$360.7M Total AUM
$360.7M Disc. AUM
32.5% 3Y CAGR
11 Employees
512 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-15-2021
- Office Locations
- 1
Office Locations
1008 South Bryant Avenue Suite 250 Edmond OK
About Transcendent Capital Group
Transcendent Capital Group is a Edmond-based RIA. The firm has been operating for 4 years. Managing $360.7M in total assets under management, with 9 advisory representatives. They custody assets with Capital Group and Raymond James.
Team overview
51 AVG AGE
$40.1M AVG AUM / ADVISOR
$704.6K AVG AUM / CLIENT
3.6 yrs AVG TENURE
11 Employees
9 Advisory Reps
9 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID CHAD FERRELL
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #2446997
- Ownership
- 50% but less than 75%
Available
Available
Available
B
BILL ALLEN JOHNSON
Managing Member
- CRD
- #2948410
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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Michael A Drooby
Partner
- CRD
- #7299505
Available
Available
Available
M
Mitchell Don Green
Financial Advisor
- CRD
- #6486734
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $360,737,340 | $269,408 |
| Non-Discretionary | $0 | -- |
| Total | $360,737,340 | $269,408 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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