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Transcendent Capital Group
Transcendent Holdings is an SEC-registered investment adviser in Edmond, OK, registered since 2021. The firm manages approximately $361 million in regulatory...
Overview
Transcendent Holdings is an SEC-registered investment adviser in Edmond, OK, registered since 2021. The firm manages approximately $361 million in regulatory assets. It has 11 employees and 9 investment advisers.
General information
Firm type
RIA
Year founded
2021
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
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.
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