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David Chad Ferrell

TRANSCENDENT CAPITAL GROUP LLC·EDMOND, Oklahoma
Clean recordTRANSCENDENT CAPITAL GROUP LLC
1008 SOUTH BRYANT AVENUE, EDMOND, OK 73034CRD# 2446997Firm CRD# 316872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Chad Ferrell · EDMOND, OK
Registration
CRD #2446997 · TRANSCENDENT CAPITAL GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Chad Ferrell 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

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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# 2446997
Firm CRD# 316872
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Chad Ferrell offer?
David Chad Ferrell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDMOND, Oklahoma for a consultation.
What are David Chad Ferrell's credentials?
David Chad Ferrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Chad Ferrell located?
David Chad Ferrell 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 David Chad Ferrell charge for services?
David Chad Ferrell'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.
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Other Advisors at TRANSCENDENT CAPITAL GROUP LLC

Bill Allen Johnson
EDMOND, OK

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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
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