Transcendent Capital Group

Overview

Transcendent Capital Group is an SEC registered investment adviser based in Edmond, OK, registered since 2021. It reports $361M in assets under management across 1,339 accounts, with 11 employees. It has 9 investment adviser representatives.

Reported AUM

$361M

Discretionary

100%

Accounts

1,339

Average account

$269K

Employees

11

Advisory reps

9

Registered since

2021

Jurisdictions

8

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Bill Allen Johnson Managing Member CRD 2948410
• David Chad Ferrell Managing Member, Chief Compliance Officer CRD 2446997

Advisory reps 3 of 9

• Michael A Drooby Investment Adviser Rep CRD 7299505
• David Chad Ferrell Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2446997
• Mitchell Don Green Investment Adviser Rep CRD 6486734

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1008 S Bryant Ave Ste 250
Edmond, OK 73034

County

Oklahoma

Metro area

Oklahoma City, OK

Region

South

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: transcendentcapitalgroup.com

Every state, with registration dates

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