AdvisorOS Directory
Claim Profile
Unclaimed Profile
BJ

Bill Allen Johnson

TRANSCENDENT CAPITAL GROUP LLC·EDMOND, Oklahoma
Clean recordTRANSCENDENT CAPITAL GROUP LLC
1008 SOUTH BRYANT AVENUE, EDMOND, OK 73034CRD# 2948410Firm CRD# 316872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bill Allen Johnson · EDMOND, OK
Registration
CRD #2948410 · TRANSCENDENT CAPITAL GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bill Allen Johnson is a registered financial advisor based in EDMOND, Oklahoma, affiliated with TRANSCENDENT CAPITAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Bill

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bill is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
TRANSCENDENT CAPITAL GROUP LLC
TRANSCENDENT CAPITAL GROUP
AUM
$249M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at TRANSCENDENT CAPITAL GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2948410
Firm CRD# 316872
View on FINRA BrokerCheck →

Looking for a financial advisor in EDMOND?

Browse all registered financial advisors in EDMOND, Oklahoma or claim this profile if it's yours.

Browse EDMOND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Bill Allen Johnson offer?
Bill Allen Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDMOND, Oklahoma for a consultation.
What are Bill Allen Johnson's credentials?
Bill Allen Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bill Allen Johnson located?
Bill Allen Johnson is based in EDMOND, Oklahoma, working with TRANSCENDENT CAPITAL GROUP LLC. Their office serves clients in the EDMOND metropolitan area and surrounding communities.
How does Bill Allen Johnson charge for services?
Bill Allen Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRANSCENDENT CAPITAL GROUP LLC?
TRANSCENDENT CAPITAL GROUP LLC has approximately 10 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TRANSCENDENT CAPITAL GROUP LLC

David Chad Ferrell
EDMOND, OK

More Advisors in EDMOND, Oklahoma

Shawn David Brewer
BISON CAPITAL GROUP, LLC·EDMOND, OK
Elizabeth Marie Mathena
JM2 CAPITAL INC.·EDMOND, OK
Jennifer Burnett
BURNETT FINANCIAL GROUP, INC.·EDMOND, OK
Michael Everett Woodard
EXCHANGE TRADED CONCEPTS, LLC·EDMOND, OK
Cameron Jay Turner
JM2 CAPITAL INC.·EDMOND, OK
Edmund Sean Sullivan
BURNETT FINANCIAL GROUP, INC.·EDMOND, OK

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)DURANT (6)ARDMORE (5)PONCA CITY (4)BETHANY (4)CLINTON (3)GROVE (2)ADA (1)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
Request removal of this profile