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TRANSCENDENT CAPITAL GROUP

EDMOND, OK · CRD 316872 · IAPD ↗ · 405-341-9188

$360.7MRegulatory AUM
9Advisory reps
11Employees
2Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — TRANSCENDENT CAPITAL GROUP reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2025 — TRANSCENDENT CAPITAL GROUP reported RAUM up 26% ($248.5M -> $312.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
March 2024 — TRANSCENDENT CAPITAL GROUP reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.