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Transcendent Capital Group
Transcendent Capital Group is an SEC-registered investment advisor headquartered in Edmond, Oklahoma.
Transcendent Capital Group
Transcendent Capital Group is an SEC-registered investment advisor headquartered in Edmond, Oklahoma. The firm serves individuals, families, and institutions with customized financial strategies. No founding year, founder name, or wealth-origin context is publicly disclosed. The firm offers services across alternative investments, fixed income, equities, portfolio management, and sustainable investing. It provides access to separately managed accounts, unified managed accounts, wrap accounts, structured products, and options. The geographic footprint is limited to its Edmond office, with no disclosed portfolio companies or co-investment activity. Its investment approach centers on diversification and risk management. Transcendent Capital Group does not publicly disclose its AUM, number of professionals, or team names. No additional offices, philanthropic vehicles, or operating companies are mentioned. There are no recent operational events available in the public domain. The firm operates as a traditional RIA, not a single or multi-family office. Its structural differentiator is its focus on comprehensive planning across multiple life stages, including longevity, education, and charitable giving, rather than a specific investment mandate or direct deal sourcing.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Edmond
Corporate office
1008 S Bryant Ave, Ste 250, Edmond, OK 73034, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Transcendent Capital Group?
Transcendent Capital Group does not publicly name any principals or investment committee members. The website lists no team profiles, and there are no external reports identifying decision-makers. Potential clients would need to contact the firm directly.
How does Transcendent Capital Group source proprietary deal flow?
The firm does not claim any proprietary deal sourcing. Its alternative investments offering appears to be through third-party platforms, not direct origination. There is no evidence of in-house private equity or venture capital capabilities.
Is Transcendent Capital Group structured as a family office or an RIA?
Transcendent Capital Group is structured as an SEC-registered investment advisor (RIA). It does not present itself as a single or multi-family office. Its service list targets a broad client base, including individuals, families, and institutions.
Does Transcendent Capital Group participate in fund commitments or direct deals?
There is no public information indicating that Transcendent Capital Group makes fund commitments or direct investments. Its business model is advisory, helping clients allocate to third-party products including alternatives, fixed income, and equities.
What investment stages does Transcendent Capital Group typically target?
The firm does not disclose an investment stage focus. Services cover traditional and alternative asset classes for wealth preservation and growth, but there is no stated preference for venture, growth, or buyout stages.
Which sectors does Transcendent Capital Group explicitly avoid?
The firm does not publicly state any negative screening criteria beyond sustainable investing, which integrates ESG factors. No specific sectors are listed as avoided, and no investment exclusions are mentioned.
How is Transcendent Capital Group related to Raymond James?
Transcendent Capital Group uses Raymond James for cash strategies and Raymond James Bank for lending solutions. This suggests a custodial or referral relationship, but the firm is an independent registered advisor, not an employee of Raymond James.
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