TRANSCENDENT CAPITAL GROUP LLC
Legal name: TRANSCENDENT CAPITAL GROUP
CRD #316872 SEC #801-122512 EDMOND, OK 405-341-9188
SEC Registered
Total AUM
$312.1M
Discretionary
$312.1M
Employees
10
Clients
51
Accounts
1,229
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $312.1M | $312.1M | $0 | 10 | 5 |
| Sep 2024 | $248.5M | $248.5M | $0 | 10 | 0 |
| Feb 2024 | $248.5M | $248.5M | $0 | 10 | 0 |
| Nov 2023 | $241.3M | $241.3M | $0 | 10 | 1 |
| Aug 2023 | $241.3M | $241.3M | $0 | 8 | 1 |
| Feb 2023 | $241.3M | $241.3M | $0 | 9 | 1 |
| Nov 2022 | $147.8M | $147.8M | $0 | 6 | 0 |
| Oct 2022 | $147.8M | $147.8M | $0 | 6 | 0 |
| Aug 2022 | $147.8M | $147.8M | $0 | 6 | 0 |
| Aug 2022 | $147.8M | $147.8M | $0 | 6 | 0 |
| Jun 2022 | $147.8M | $147.8M | $0 | 6 | 0 |
| Mar 2022 | $147.8M | $147.8M | $0 | 6 | 0 |
| Feb 2022 | $147.8M | $147.8M | $0 | 6 | 0 |
| Oct 2021 | $0 | $0 | $0 | 6 | 0 |
| Sep 2021 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees10
Clients5
DateSep 2024
Total AUM$248.5M
Discretionary$248.5M
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$248.5M
Discretionary$248.5M
Non-Disc.$0
Employees10
Clients0
DateNov 2023
Total AUM$241.3M
Discretionary$241.3M
Non-Disc.$0
Employees10
Clients1
DateAug 2023
Total AUM$241.3M
Discretionary$241.3M
Non-Disc.$0
Employees8
Clients1
DateFeb 2023
Total AUM$241.3M
Discretionary$241.3M
Non-Disc.$0
Employees9
Clients1
DateNov 2022
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees6
Clients0
DateOct 2022
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0