Transcendent Capital Group

Transcendent Capital Group LLC is a Registered Investment Adviser based in Edmond, Oklahoma, founded in August 2021 by David Chad Ferrell and Bill Allen Johnson. The firm offers tailored investment advisory services, including asset allocation strategies, financial planning, and risk assessment. Clients can impose restrictions on investments and may choose between discretionary and non-discretionary services. The firm charges asset management fees based on a maximum annual rate of 2%, with fees assessed quarterly in advance. Financial planning services are charged through fixed fees or hourly arrangements, ranging from $150 to $250 per hour. TCG does not charge performance-based fees or participate in side-by-side management. The firm serves individuals, high net worth individuals, and corporations with no minimum account size requirement. TCG's investment strategies focus on asset allocation, dollar-cost averaging, technical analysis, and long-term purchases. The firm does not vote proxies on behalf of clients and does not have physical custody of client funds. Clients must grant written authorization for discretionary management. TCG does not compensate for client referrals and does not have financial impairment or bankruptcy history.