About Transcendent Capital Group
Transcendent Capital Group is a registered investment advisor (RIA) that goes beyond traditional wealth management to offer differentiated insights and investments. They partner with individuals and institutions as fiduciaries, personally investing in the same strategies they recommend to clients, ensuring aligned interests. With a focus on creative evolution and a deep understanding of client needs, Transcendent Capital Group provides a comprehensive suite of services including financial and retirement planning, estate planning, public and private investment advice, philanthropic planning, strategic advisory, insurance consulting, liquidity event advisory, and banking and lending solutions. They serve a diverse clientele, including individuals, families, retirees, corporate executives, and small business owners, aiming to build strong futures through rigorous investment and due diligence processes. Their approach is network-powered, drawing on diverse capital markets experience to offer tailored solutions and foster strong client relationships.
Website: https://www.transcendcapital.com/
Founded: 2021
Office Locations
- Madison, NJ
- Bloomfield Hills, MI
- Naples, FL
- Palm Beach Gardens, FL
- Middletown, RI
- Edmond, OK (Headquarters)
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $241.0M